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Missed the email notifications regarding your invoice? No need to worry as this guide will help you get your current and past invoices.
Automatic Invoice Service allows your business to automatically send an invoice for every transaction you create in your account. The invoice will be sent to the email entered on the payment page without any action on your part.
Active an automatic invoices
From your PayMe admin, go to Apps Marketplace in the Automation category -> Automatic Invoices and click Setup.
You will then open a registration window where you will need to indicate whether you have an existing account in iCount or not.
Fill all fields and at the end click on the "Activate app" button.
Where can I see a copy of the invoice?
- Login to your PayMe account, go to Navigation dashboard by clicking the Transactions
Under the relevant sale, select More -> Details
By clicking the invoice number, we will open the invoice automatically.
To download a PDF copy of your invoice, you can click the "download" button located on the top right corner.
If I make a refund, does a credit invoice come out?
- Yes, in such cases you will have 2 invoices in the same window for each sale status.
How do I issue a report with all invoices?
Login to your PayMe account, go to Navigation dashboard by clicking the Transactions
Select the date range you are interested in looking at by clicking on the date picker.
Click on Column visibility and choose Invoice in the drop-down arrow.
Click on the Excel button to export it into an Excel spreadsheet then select Export all filtered data.
An excel report contains all of your invoices will be created.
How do I change the invoice type?
From your PayMe admin, go to Apps Marketplace in the Automation category -> Automatic Invoices and click Settings.
Choose the desired Document Type and save the change by clicking -> Update settings
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