1. Open the “New invoice” in the top navigation
- Select “New charge” in the center of the screen.
A new modal window will open.
2. Enter item details
In the New charge window:
Name*
- Type what you are charging for (product or service).
- This text appears on the customer’s invoice/receipt.
Unit price*
- Enter the price per unit (e.g.
5.00).
Quantity
- Leave as
1, adjust with – / + ,or select “Add manually” to type the quantity.
The system automatically calculates the Total based on price, quantity and any taxes/fees you add.
Taxes/Fees
- Click the Taxes/Fees dropdown.
- Select one of your existing tax/fee rules (for example: Sales tax, Processing fee, etc.).
- If you need a different tax rate, choose Add new Tax/Fee, create it, and then select it from the list.
You can always add or change taxes directly from this screen.
Apply multiple taxes/fees (optional)
If you need more than one tax/fee on the same item:
- After selecting the first tax/fee, click Add another Tax/Fee.
- Choose Tax/Fee #2 from the dropdown.
- Repeat if you need additional taxes/fees.
- Under Tax calculation type, choose:
- Standard – each tax/fee is calculated on the item’s base price.
- Compound – each additional tax/fee is calculated on top of the previous one.
At the bottom of the window you will see each tax/fee listed with its calculated amount and the final Total.
3. Confirm and add the charge
Review:
- Name
- Unit price
- Quantity
- Taxes/Fees
- Total
Click “Add charge” at the bottom of modal window.
The item is added to your current invoice total. From there, you can continue adding more items or proceed to send/collect payment.
4. Choose how to collect payment
After you add all charges (or just one, if that’s all), the invoice summary appears with the total at the bottom.
You now have three payment options at the bottom of the screen:
- On terminal
Use this if the customer is paying in person on your connected card terminal.
- Input payment info
Use this if you key in the customer’s card details manually (phone order, email order, card-not-present).
- Send SMS/email link
Use this if you want to send a payment link for the customer to pay on their own device (by text message or email).
Select the option that matches how the customer will pay.
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