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Request invoice

Overview

Send invoices by email to your customers, and request payment for your products. The email sent to your customers will have a link to a checkout page where the customer can make a payment to you.  The Request Invoice functionality exists primarily for invoicing purposes where it may be necessary to bill for a product or service that does not have a static price, or the final sales price is unknown.

You can also use Request invoice for billing excess server time for web hosts, or for services that need to be billed in addition to the product/pricing structure hard-coded via 2Checkout’s product listing. 

Note: At this moment, the Request invoice functionality can be sent only in English.

Availability

Available to all 2Checkout accounts.

You can use the Request invoice functionality for both ConvertPlus and 2Checkout Default ordering flows.

Customizations

Customize the email content of your send payment request with Email Editor.

Workflow

  1. Login to the 2Checkout Control Panel.
  2. Go to Setup > Generate links.
  3. Select the preferred ordering flow: Default flows or ConvertPlus.
  4. Select the product/s for which you want to send the payment request.
    • For ConvertPlus, you can request payment for dynamic products.
    • For Default flows, you can request payment for catalog products with dynamic pricing.
  5. Click on Request invoice.
  6. Once the Request invoice appears, define the following attributes:
    • Language - The language used in the communication with your customers.
    • Customer name - The name of the customer used in email.
    • External ref no - External reference number that you control. Acts as an invoice number.
    • Customer email - Email used for sending the payment request.
    • Additional text - Comments displayed in the email content sent to your customers.
  7. Preview the Request invoice email, or Send it right away to your customers.

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Reporting

You can track orders placed as a result of the Request invoice flow from Orders & customers > Order search. Filter the results by using the External reference included in the email sent to your customers. Alternatively, you can export the orders in full options template format, and check for the values in the External Reference No column.

Measure the performance of your Request invoice feature by accessing the Email Metrics report available in the Control Panel. The information extracted in the report can be split based on the ordering flow used: ConvertPlus or Default 2Checkout flows.

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