Creating, sending, and viewing a bill

Create a bill for different items to invoice your clients. 

Creating a bill

1. On the administration dashboard, click on "Create a Bill."
   
   
   
   
   
2. Find the client you're looking for or click "Show All" to view all your client.
   
   
   
   
   
3. Once you find your client, click "Create Bill." 
   
   
   
   
   
4. The following screen will allow the administrator to set values for the following items:
   
   - Tax: Adds sales tax to custom billed items (use when applicable).
   
   - Do not include in commission: When checked, the sales tax is not included in any commission generated by the client.
   
   - Description: Text that identifies the item being billed for.
   
   - Quantity: Amount of the item purchased/used by the client.
   
   - Unit Price: Monetary cost of each unit that was purchased/used.
   
   
   
   
   
5. Click "Add item" to add your item.
   
   
   
   
   
6. Click "Save" to save your changes.
   
   

Viewing and sending your bills

1. The newly created bill will be displayed under "Merchant" on the administrator dashboard.
   
   
   
   
   
2. Find your newly created bill through the different search options such as a specific time period.
   
   
   
   
   You can also search your bill by its number:
   
   
   
   
   
3. Once you find your bill, click the "Send" button to the right. The bill will be sent to the email listed in the customer's profile.
   
   
   
   
   
4. You will receive a browser notification to confirm that you'd like to send the bill. Press "OK" to send it or "Cancel" to not send it.
   
   
   
   
   
5. The system will then show the number of times the email was sent. Press "Resend" to send your bill again.
   
   
   
   
   Note: Depending on your customer's email client or settings, the bill may be filtered as spam, thus being found in their spam folder.