Skip to main content
Create an Invoice for Custom Charges

Learn How To Send Your Customers Invoices for Special and Miscellaneous Charges

A
Written by Andrew Olender
Updated this week

Overview

You can create Custom Invoices in FunJoin.

These are the perfect method to charge your Customers for "add-on's" or miscellaneous transactions that are not part of your Offerings.


Step-By-Step Instructions

Create on Invoice Page

Steps:

  1. Click "Invoices" in Top Navigation

  2. Click "+ Invoice" Button

  3. In Charge Card/Send Invoice Modal Window:

    1. Select Customer from Select Customer Dropdown

    2. Set Attach New Credit(s) Toggle to Off

    3. Insert Invoice Amount in Amount Currency Field

    4. Select Location for Location Dropdown

    5. Insert Payment Description in Payment Description Text Field

    6. Click "Send Invoice" Button

Create in Customer Profile

Steps:

  1. Click "Customers" in Top Navigation

  2. Find Customer in Customer Management Table

  3. Click Customer Name to Open Customer Profile

  4. Click Invoices Tab

  5. Click "Send Invoice" Button

  6. In Charge Card/Send Invoice Modal Window:

    1. Set Attach New Credit(s) Toggle to Off

    2. Insert Invoice Amount in Amount Currency Field

    3. Select Location for Location Dropdown

    4. Insert Payment Description in Payment Description Text Field

    5. Click "Send Invoice" Button

Did this answer your question?