Lightspeed Payments brands can send invoices to buyers, which they can use to make payments.
Note: Brands who use Bring your own processor can also send invoices from NuORDER.
Send invoices
From the left navigation menu, go to Orders and select the order’s Invoice icon (or select the kabob icon for More Actions and choose Invoice).
The Invoices window displays the buyer name, company name, and total amount due in the Send new invoice section.
Note: If you've already sent an invoice, go to the View and resend invoices section of this article.
If there’s a special circumstance regarding the buyer or invoice, additional details are provided. As examples:
- The buyer isn’t configured to make payments.
- The buyer can’t receive emails.
- The invoice can’t be sent until the order status is changed to Review, Pending, Approved, Processed, or Shipped.
In the Send new invoice section, you have the option to specify additional information:
- Amount to Pay Today: Entering an amount is especially helpful when you’re splitting the order into multiple shipments. If Amount to Pay Today is left blank, then the buyer will be asked to pay the full amount.
- Invoice Due Date: You have the option to specify a payment due date (example: align the due date with the ship date).
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Notes: You can include a note, which displays next to the totals in the invoice:
When you’re done, select Send.
The invoice is emailed to the buyer and the sales rep. Buyers can make a payment from the emailed invoice by following the steps outlined in Make payments from an invoice.
After the invoice is paid, provide a receipt, which will show the Amount Paid and any remaining Amount Due.
View and resend invoices
View and resend invoices from the Orders page by selecting the Invoice icon for an order.
The Invoice History includes the invoice number (with a .[#] for each new invoice), as well as the date and time it was sent. Only sending a new invoice adds a new row in the Invoice History; resending an invoice only emails it to the buyer and doesn’t create a new row.
Select PDF to view the invoice or Resend to email it again.