Create an Email Invoice

Modified on Sun, 1 Sep at 7:51 PM

Once logged into the gateway, sending an invoice request to your client is straightforward. Afterward, your client will receive an email with your auto-generated invoice. This email will include a secure payment link that allows them to enter their credit card details and pay the invoice quickly! To send an email invoice, follow these steps:

  1. Select “Add Invoice” on the left side.

  2. Enter the dollar amount you want to charge your customer.

  3. Input the terms (due upon receipt is the most common).

  4. If desired, add specific line-item details in the product section for your customer to view.

  5. The only mandatory fields are the customer’s name and email, but we recommend entering all available data.

  6. Click “Create Invoice” at the bottom, and your customer will instantly receive the payment request.


PLEASE NOTE: NMI and Allied Payments Gateway Are The Same

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