invoices quickstart.md
Invoices Quickstart
Learn how to quickly create invoices with the Finix Dashboard.
Step 1: Create an Invoice
Navigate to Invoices
- In the Dashboard, expand Payment Tools in the left navigation.
- Click Invoices.
- Click Create Invoice.
Create Invoice The creation form displays with a live preview that updates as you fill out each section.
Invoice Creation Form
Basic Information
| Field | Description |
|---|---|
| Invoice Name | Internal label to identify the invoice in your records. Not visible to buyers. |
| Invoice Date | The date the invoice was issued. Defaults to today but can be customized. |
| Due Date | When payment is expected. Select a preset number of days or enter a custom date. |
Buyer Information
| Field | Description |
|---|---|
| Select or Create Buyer | Choose an existing buyer from your records or add a new one. |
| Buyer Details | Name, email, phone, and billing address. |
| Buyer Type | Individual or business. |
Click the Pencil icon to edit buyer information after selection.
Delivery Options
| Option | Description |
|---|---|
| Email Invoice | Automatically send the invoice to the buyer's email address when created. |
| Additional Recipients | Send to multiple email addresses (separate with enter, space, or tab). |
| Manual Delivery | Skip automatic sending and share the link manually later. |
Line Items
Add one or more items you're invoicing for.
| Field | Description |
|---|---|
| Product/Service Name | What you're charging for. |
| Unit Price | Cost per unit. |
| Quantity (optional) | Number of units. |
| Description (optional) | Additional details about the item. |
| Per-Unit Discount (optional) | Discount applied to this line item. |
| Item Code (optional) | Internal reference code for your records. |
Click Add another item to include additional line items.
Transaction Options
| Field | Description |
|---|---|
| Additional Discount | Discount applied to the entire invoice total. |
| Shipping Amount | Delivery costs. |
| Sales Tax | Tax amount for the transaction. |
| Terms of Service URL | Link to your terms displayed on the payment page. |
Payment Options
| Option | Description |
|---|---|
| Allowed Payment Methods | Select which payment methods buyers can use. |
| Partial Payments | Allow buyers to pay in installments. See Accepting Partial Payments. |
Additional Invoice Details
| Field | Description |
|---|---|
| Shipping Address | Where physical goods should be delivered, if applicable. |
| Custom Fields | Add fields like account number or project ID that appear on the invoice. |
| Footer/Memo | Personal message, payment terms, or additional instructions at the bottom of the invoice. |
Notification Options
| Option | Description |
|---|---|
| Payment Confirmation Email | Automatically send the buyer a receipt after each payment. |
| Copy Recipients | Send receipt copies to yourself or additional recipients. |
Custom Branding
Customize colors, logos, and styles. For details, see Customize Branding.
Create the Invoice
Click Create and Send Invoice to finalize. The invoice will be created and delivered according to your delivery options.
Invoice Details Page
From the invoice details page, you can:
- Share the invoice.
- Edit the invoice.
- Void the invoice.
- Download the invoice as a PDF.
Step 2: Share the Invoice
After creating your invoice, share it with buyers. Options include:
- Automatic email: If you selected "Email Invoice" during creation, it's already sent.
- Manual sharing: Copy the payment link, send via email, or generate a QR code.
- Download PDF: Send the invoice as a PDF attachment.
For detailed instructions, see Sharing Invoices.
Step 3: Track the Invoice
Monitor invoice status and view payment activity from the Dashboard. After a buyer makes a payment, you can:
- View payment confirmation
- Track partial payments
- Access transaction details
- Download receipts
Payment Attempts Tab
The Payment Attempts tab shows all payment activity on the invoice:
- Filter by status (Succeeded, Failed, Pending, Canceled)
- View payment amount, method, and timestamp
- See masked card number and card type
Real-Time Updates with Webhooks
Integrate webhooks to receive real-time notifications when:
- An invoice is paid.
- A payment fails.
- A partial payment is received.