coreSTORE - Customers: Invoice Module

If you have customers that doesn't pay immediately, the invoice module for coreSTORE is the perfect tool to use. You can setup different terms for customers and also allow your customers to pay for their invoices online.

To allow your customers to pay online, make sure that you are an existing coreCLEAR credit card processing customer. If you are not and want more information, please feel free to reach out directly and check out the details of what our credit card processing can offer you!
https://coreclear.com/

1. Click on Sales > Customer Invoices
   

2. Click on ...
   

3. Click on Manage Terms
   

4. Click on [Add Term]

You must add at least one term to be able to use the customer invoicing module inside of coreSTORE.

5. Fill Out the Term Information
   

6. Click on Save
   

7. Creating an Invoice

Once you've filled in all the sales information—items and customer details—you'll be able to begin creating the invoice.

8. Make Sure to go Into the Customer Profile and Choose Your Desired Term
   

9. Click on Continue
   

10. Click on Invoice > ADD PAYMENT
    

11. Click on Add Payment OR Complete Sale
    

12. Go back to the Customer Invoice Screen

Now, you will see your newly generated invoice. From here, you can choose from the three options we've highlighted below.

13. Click on View
    

14. View Options

The "View" screen allows you to review all the details of this invoice, including the option to resend the payment link. This link is also available at the bottom of the receipt you can email or print for your customer after the original sale was completed.

15. Click on Pay
    

16. Pay Screen

This screen allows you to process any payments made directly by the client for this invoice, such as cash or check payments received in person.

17. Click on Edit
    

18. Edit Screen Options

On this screen, you can easily manage all aspects of your invoice. Update the terms and invoice date, view the current total and remaining balance, and see any outstanding orders from this client.

19. Invoice Details From the Edit Screen

You can also add additional line items to this invoice as well as see more details of this invoice.

Updated on: 12/19/2024