Invoices are a core part of SPP. You can create invoices manually, or use our self-service order forms. Regardless of how the payment is made, there will be a corresponding invoice for it in SPP. Most of the reporting features in SPP are based on data from invoices.
You can personalize your invoices in Settings → Payments. Here are some of the options you can change:
Invoices can be numbered sequentially starting from the number of your choice, e.g. INV-1, INV-2, INV-3. The prefix can be customized to match your company's name.
You can also choose to number invoices on a client level. So user #123 will have invoice numbers INV-123/0001, INV-123/0002 while user #456 would have invoices starting from INV-456/0001.
Most countries require the seller's company information to be visible on the invoice. In SPP you get a free-form text field where you can input information about your company. Typically that's name, tax ID, and address.
We'll automatically add customer's first and last name to their invoices. Optionally, you can add a billing address field to your order forms. Details from this field will be populated to the invoice.
Note: When tax is enabled the billing address field automatically becomes required in your order forms. This is because we need the customer's billing details to calculate their tax.
The billing address field also has an option where client's can provide their company information and tax ID.
Sometimes, you might want to create a one-off invoice for a customer. Whether it’s for some custom work, a package of various services, or different pricing you can do it from Invoices → Add Invoice.
You have the option to select an existing client from the dropdown menu, or create an invoice that anyone can pay. For existing customers, the invoice will be immediately visible in their SPP account.
If you create an invoice without selecting a customer you'll need to grab the invoice sharing link and send it to the client directly. Once they pay, it’ll automatically create their account in your workspace.
At the bottom of the invoice creation page there are several options:
Note to client
Add an additional note or text to your invoice for your customer.
Issue invoice on a recurring basis. Useful if invoice items change month to month, or if using a payment method that does not support subscriptions (e.g. bank transfer).
Send email notification
For existing customers, send an invoice due email notification when you save the invoice.
Partial upfront payment
This allows you to collect an amount from the total (as a deposit, for example) now, and collect the rest at a later date.
By default the invoice will use your account-level currency. You can change to an alternative by clicking this option and defining the currency code (e.g. USD, GBP etc).
Sharing an invoice
Once the invoice is saved, you can click the 3 dot icon in the top right to email the invoice, get the payment link, or charge the customer (if there is a payment method on file).
You can also edit the invoice if needs be, or download it as pdf.
If your business doesn't require invoices you can remove the link to invoices from your client portal's sidebar.