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Manual Invoice

  • Thread starter Deleted member 12173
  • Start date

How to create a Manual invoice for customers?

Often, as a merchant, you may receive offline payments from your customers, or they might encounter issues while attempting to pay through the checkout page. In such cases, customers may request a shareable invoice link, enabling them to make the purchase using this alternative method. This feature is also valuable when a user's subscription is canceled due to payment failures, and the dunning process results in subscription cancellation.
To create a manual invoice for your customer and share the shareable invoice with them, you can follow these steps:

1. Navigate to the invoice section. Click on 'Add order/Invoice.'​


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2. On clicking this option, the following page will be displayed, where you'll need to enter the necessary details to generate the invoice.​


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After entering all the required details, click on "Save," which will generate the invoice that you can then share with the customer. At this point, the invoice status for this customer will be marked as 'sent,' and the subscription status will be 'pending.' Once you receive the payment and record it within Pabbly Subscription Billing, the statuses for both the invoice and the subscription will be updated to 'paid' and 'live,' respectively.

Invoice Status

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Subscription Status:



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Now you can use the 'Record Payment' Feature to record the above created manual invoice.



 
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