Invoices
Re-Send an Invoice to a Payments Customer
After you have created and sent an invoice to a customer, there may be instances where you need to re-send it. For example, a customer may say that they never received an invoice, or they lost it in their inbox. You can re-send an existing invoice ...
Download a Payment Customer's Receipt or Invoice
Do you need to quickly find and download a past receipt or invoice for a customer? You can download past invoices as PDFs from the Invoices dashboard. To access your Invoices, log in to Marketing 360®, and select Payments from the Global App Bar in ...
View Unpaid Invoices for Customers
When you are viewing your Payments dashboard, you can quickly find and reference all Open and Overdue invoices. Open invoices refer to unpaid invoices that have been issued, but have not yet reached their due date. Overdue invoices refer to invoices ...
Change the Status of an Invoice
When you send invoices to your customers, you have the ability to manually set or change the "status" of your invoices. You can change the status on both "draft" invoices and invoices that have already been sent. If an Invoice Has Already Been Sent ...
Create a New Invoice for a Customer
You can easily create a new invoice to send to your customers using the Payments app. To get started, log in to Marketing 360® and select Payments from the Global App Bar in the top-left corner of your dashboard. Next, select Invoices. 1. To create a ...
Create an Online Payment Portal for Your Customers
Want to give your customer a secure online billing portal where they can update their card on file, manage their subscriptions, pay invoices, and view their payment history? We can help. The Marketing 360® Payments Portal uses the power of Marketing ...