Invoices on FluidPay

Create Invoice

1. Log in to Fluid Pay.
2. Click Invoices in the left panel menu. 
3. Click Create.
4. In the create screen, you can enter all of the customer/company information, and when it is due. You can also add item(s), shipping, and tax.
5. Once the information is added, click Create Invoice. 

Search Invoices

1. Log in to Fluid Pay.
2. Click Invoices in the left panel menu. 
3. Click Search.
4. You can search by invoice #, name, date, etc. It will also show any pending/past-due invoices.
5. You can also utilize search filter options

Edit Invoice

1. Log in to Fluid Pay.
2. Click Invoices in the left panel menu. 
3. Click Search.
4. Once you have identified the Invoice that needs to be edited, you will click the 3 dots to the left of the invoice. 
5. Select Edit. 
6. Edit whatever is necessary and then click Update Invoice at the bottom.

Resend Invoice

1. Log in to Fluid Pay.
2. Click Invoices in the left panel menu. 
3. Click Search.
4. Once you have identified the Invoice that needs to be edited, you will click the 3 dots to the left of the invoice. 
5. Click Resend Invoice. 

Mark Invoice As Paid

This will only be used if the customer paid you but paid a different form of payment than through the invoice itself.

1. Log in to Fluid Pay.
2. Click Invoices in the left panel menu. 
3. Click Search.
4. Once you have identified the Invoice that needs to be marked as paid, you will click the 3 dots to the left of the invoice. 
5. Click Edit Invoice. 
6. Click Mark as Paid at the bottom. 

Delete Invoice

1. Log in to Fluid Pay.
2. Click Invoices in the left panel menu. 
3. Click Search.
4. Once you have identified the Invoice that needs to be deleted, you will click the 3 dots to the left of the invoice. 
5. Click Delete Invoice. 
6. Click Delete Invoice again to confirm.