coreSTORE - Sales: Enable Invoicing for Customers

When you create a custom payment type in Company > Settings, you will have to designate that payment type or invoices specifically - just because it's on the sales screen doesn't mean it's on your invoices screen. Use this guide to setup payment types on invoices.

1. Click on Company
   

2. Click on Settings
   

3. Click on Payment Types
   

4. Invoice Payment Types

You can see your invoice payment types here. The green buttons are system generated and can be hidden by clicking on them (they'll turn red to show that they're inactive).

5. Add a custom payment type

First type in the name of the payment type you want to add, then click on that payment type which populates below it to add.

6. See New Payment Type

Now that we've added the payment type, we can see it as an option in the drop down menu on the invoices screen.

Updated on: 06/26/2024