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Managing Invoicing

Create a one-time invoice

You have all your automatic invoicing set up and working smoothly... but do you need to send one-time invoices too?

Steps

  1. Select Invoices from the left menu

  1. Click on the New Invoice button

  1. From the dropdown, select the customer you're making the invoice for
  2. Add your products and make any changes to the descriptions, quantity, and rate as needed

  1. Once you've selected the products you want to invoice, click Save Invoice

The invoice has been created and is now ready to be emailed.

Edit an invoice

ChargeOver allows you to edit an invoice once it's been created. Editing an invoice will let you change line items, the rate for the line items, billing address, net terms, and much more!

  1. First, you'll want to navigate to the invoice you're looking to edit.
  2. Then, underneath "Invoice Actions" you'll find an option to "Edit Invoice"
  3. Save changes when done

Void an invoice

If you've accidentally created an invoice or have a customer that no longer needs the invoice, ChargeOver allows you to void that invoice.

Marking an invoice VOID essentially sets the total of the invoice to zero -- no money will be owed or collected on a voided invoice.

Keep in mind

  • If there is a payment applied to the invoice, you must refund the payment first. You cannot void an invoice if there is a payment, full or partial, applied
  • If you are integrated with QuickBooks Online, QuickBooks for Windows, or Xero, then the invoice will be marked VOID in those systems as well

Steps to void

  1. Find the invoice, and look at the invoice details

  1. Click the three vertical dots in the invoice header, this will reveal the "Void Invoice" button

  1. You will be prompted to confirm your choice to void the invoice
  2. One you confirm, the invoice will be marked as void and the balance of the invoice will move to zero!

If you're not sure if you should void the invoice or would like another option to deal with the balance, don't hesitate to contact us and we'll be more than happy to help!

Mass void invoices

If you would like to mass void invoices for a customer, you can do so.

  1. Go to the customer you want to void invoices for
  2. Then go to the Invoices tab under the customer
  3. Select the invoices you want to void
  4. Click the button that says # selected
  5. Select Void Invoices

Unvoid an invoice

It happens to the best of us, quickly clicking through the different invoices and you accidentally void an invoice. No worries! We've made it simple to unvoid an invoice!


We'll first want to make sure your account is setup to unvoid an invoice.

Steps

  1. Head over to your account settings and select Invoicing from the left menu
  2. Once you're on the invoicing page, select Yes from the dropdown "Can voided invoices be unvoided?

Now that it is enabled, let's go back to the invoice. We'll unvoid the invoice the same way you voided it!

  1. Start by viewing the invoice and selecting the 3 dots

  1. Next, select the Unvoid Invoice option

Unapproved invoices

The Unapproved Invoices feature allows you to review invoices that are automatically generated before they are sent to customers or charged. It is also possible to selectively choose which subscriptions generate an "unapproved" invoice, and which ones do not and thus automatically send emails and run payments.

If you would like this feature turned on in your account please contact us, and a ChargeOver support representative will make the necessary configuration adjustments in your account.

note

While the unapproved invoices feature is turned on, no invoices will be sent out to customers or paid automatically.

Invoices that are not yet approved will appear on the Unapproved Invoices section of the menu.

When you process an invoice, the invoice will be sent to the customer, and a payment will be ran if the customer is on auto-pay.

You can also approve an invoice at any time when looking at the invoice itself.

note

Unapproved invoices are not visible to customers. You must approve an invoice before a customer will be able to view or pay for the invoice.

Mark an invoice for collections

Do you have an overdue invoice that was sent to collections? ChargeOver supports marking these invoices with a Collections status, making them reportable and allowing you to easily keep track of what invoices you have sent to collections.

Steps

  1. Go to the Report Center
  • If you want to mark all overdue invoices a customer has for collections, click into the A/R Aging Summary report

OR

  • If you want to mark each invoice for collections individually, click into the A/R Aging Detail report
  1. On each of these reports, you will see an Actions button in the leftmost column of each row
  2. Click the Actions button and select Mark for collections

If you click into the invoice, you will now see that the invoice status is "Collections"

Congratulations! You've successfully marked an invoice for collections!

note

Marking an invoice for Collections in ChargeOver does not actually send the invoice to a collections agency. You still need to do that on your end.

ChargeOver's Collections status functions only as a way to keep track of and report on invoices you have sent to a collections agency.

Change an invoice date

Invoice dates can be changed when creating the invoice or after the invoice has been generated.

  1. Navigate to your Settings page and click Invoicing on the left menu
  2. Change "Can invoice dates be edited or changed?" to Yes

When editing or creating an invoice, you will now see a date dropdown in the top corner of the page.

Create custom invoice numbers

By default, ChargeOver will use an incrementing sequence for invoice numbers.

For example, the first invoice generated will be invoice number one, the second will be invoice number two and so on.

If you would rather use a custom invoice number format, ChargeOver supports that too.

Steps

  1. Go to Settings then click on Invoicing

  1. From here you can scroll down to the "Custom invoice reference number format" field

  1. You can use placeholders to invent a custom invoice number format

Supported placeholders or substitutions are the following

  • {{letter}} - will be replaced by a random letter
  • {{number}} - will be replaced by a random number
  • {{increment}} - will be replaced by an incrementing integer”
  • {{year_2digit}} will be replaced by the last 2 digits of the current year (e.g. "21")
  • {{year_4digit}} - will be replaced by the current year (e.g. "2021")

Example invoice number formats

  • {{letter}}{{letter}}{{number}}{{number}}-{{increment}}-{{year_4digit}} - will result in two random letters, two random digits, an incrementing number, and this year. For example
    • BE62-1-2021
    • KE73-2-2021
    • JK98-3-2021
  • web{{increment}}-{{year_4digit}} - will result in the word “web”, an incrementing number, and this year. For example
    • web1-2021
    • web2-2021
    • web3-2021
  • {{number}}{{number}}{{number}}{{number}}-{{letter}}{{letter}}{{letter}}{{letter}} -will result in 4 random digits, and 4 random letters. For example
    • EKBW-8623
    • BMEG-2386
    • KEGD-8347

The possibilities are endless! If you have any other questions about how to use custom invoice numbers, don't hesitate to contact us!

Require certain fields at checkout

You can choose which information is required for your customers to give you when making a payment.

For example, if you want to make sure the customer always enters their phone number, you can set that field to be required when the customer is checking out.

By default, we only prompt for the card number, expiration date and cardholder name when paying.

This is what it looks like.

If you would like other information mandatory when a custom is checking out, you can make the fields required by editing your payment gateway settings in ChargeOver.

Steps

  1. Navigate to your settings by selecting the gear icon in the top right corner
  2. From the left menu, select Payment Processing
  3. Select the payment gateway/payment method you want to enable the requirements on
  4. Click on 'More Options...'

  1. Select which fields you want to be required when customers are using this payment method to pay

  1. Save your changes

From then on the fields you have chosen will show up on the invoice payment page when a customer wants to pay an invoice.

Fields you can set as required

  • First and last name
  • City
  • State or province
  • Zip or postal code
  • Country
  • Email address
  • Phone number