Shopfront allows sellers to invoice customers and receive payments towards those invoices.
To add an invoice:
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First, log in to your business page
If you are not automatically directed to your seller dashboard, click on the right-hand corner where it says “Hi Your Name” and select Dashboard from the drop-down list.
Once you’re in the dashboard, click on the Invoices menu on the left and select the first option “All Invoices”.
Click on the Add button to the right and enter the required information.
First, select the Customer to whom you will be sending the invoice
The Sale Date is automatically set to the current date
Next, select the Invoice Status:
– Final: select once work has been completed
– Draft: select to start creating a final invoice. Edit and change status to Final once details have been confirmed
– Quotation: select to create an estimate of work to be completed
Select the products that you would like to add by either entering the Product Name, SKU or Bar Code. Once you select a product, it will be listed under the table below which shows the Product Name, Quantity and Subtotal.
The default quantity will be set to one (1). You can adjust the quantity by using the plus (+) or minus (-) buttons. To delete a product, simply click on the trash can at the end of the product row on the table/list.
If you are applying for any discounts, add them by updating the following fields:
– Discount Type: select whether you will enter the discount as a dollar amount (Fixed) or as a percentage (Percentage).
– Discount Amount: enter either percentage or dollar amount. The actual discount amount will be shown on the right of these two fields.
If tax has to be added, select the Order Tax by choosing an option on the drop-down list.
Next, add your shipping information by entering any Shipping Details or adding any Shipping Charges. The total amount payable will automatically update based on any changes made.
You may also choose to add a Sell Note for your customer. Once you’re done editing all the required fields, click Submit to save your invoice. This will take you back to the Invoices page where your new Invoice should be listed.
The customer will be notified of the invoice by an email message containing a link to viewing the invoice details and making the payment.
The Action Tab on the Invoices Page
On the Invoices page, the Action tab allows you to:
Export to CSV: download a copy of a list of your invoices in CSV file format
Export to Excel: download a copy of a list of your invoices in Excel file format
Export to PDF: download a copy of a list of your invoices in PDF format
