Billsby invoices are generated every time we send a payment request to the gateway for processing. These replace the manual invoice creation you may be used to, and allows us to automate your business, giving you one less thing you have to worry about!

As these invoices become a major part of your time here with Billsby, you may be wondering about what you can do with them. You can find your invoices by heading to Invoices & Credit notes > Invoices.

To customize your invoices navigate to Settings > Configuration > Brand customization > Email and invoices > Invoices. Here you'll be able to edit the style of your invoices (and by extension emails that are sent out). You can change the colours of the logo/banner sections, and also the the colour of the text of the headers (as seen by the blue colour in the example above). Additionally, this is where you'll add your logo and your favicon (the small logo found at the top of the webpage in the tab section).

You can also add a vocabulary change, and footer content to your invoices - simply head to Settings > Configuration > Invoices. From here you'll be able to add the address you'd like your customers to see. You'll also be able to add more footer content that helps guide your customers to specific places. You can swap between these tab for the different types of invoice to preview and change specific text for each status of invoice too

You have access to all invoices, credit notes, and refunds that have been created for. and sent to, your customers. Just head to Invoices and credit notes > Invoices for a full list of the invoices that have been sent out. Credit notes will hold all refunds and credit notes processed.
​
In the table you can search for a particular customer's invoice by their name, email, ID or invoice number in the search bar. You can also filter your invoices by status as well as sort them by when they were created.

To only show invoices with a particular status, such as Unpaid, click the Status table header and select the status that you'd like to filter by.

To sort your invoices by oldest to newest or vice versa, simply click the Date table header.

You can then click on the corresponding invoice to view the invoice and see exactly what was sent out in the case of a dispute. You can navigate to the associated customer profile seamlessly by clicking on their name in the top right of the invoice page - just in case you need to check any information.

On the invoice page itself, you have a few actions you can perform. If it's a paid invoice, you'll be able to refund the whole invoice or partially refund by clicking the corresponding button and then entering the value (you can't refund more than the invoice is worth).

You can resend the invoice to the customer as a receipt, and you're able to download the PDF version as well if you're using an external non-integrated software to keep track of accounting. If the invoice is marked as unpaid, you can even manually change the status of the invoice to whatever is needed, for example Paid offline or Written off.