Silo - Tips Invoicing User S Guide

Invoicing User’s Guide
Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Intended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Revision History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Where to Go for More Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Documentation Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Chapter 1 About Invoicing . . . . . . . . . . . . . . . . . . . . . . . 9

What is Invoicing? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
What’s the Difference Between Request Money and Invoicing? . . . . . . . . . . . . . . . . 9
Invoicing End-to-End . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
What Does Your Customer See? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Accessing NTG Invoicing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Chapter 2 Creating Invoices . . . . . . . . . . . . . . . . . . . . . . 15

The Invoicing Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
What’s in an Invoice? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Creating Invoices and Entering Details . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
1. Accessing the Create a New Invoice Page . . . . . . . . . . . . . . . . . . . . . . 19
2. Entering Your Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . 19
3. Entering Recipient Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4. Entering Invoice Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
5. Entering Item Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
6. Entering a Discount, Shipping Fee, and Invoice Notes . . . . . . . . . . . . . . . . 26
7. Finalizing an Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Previewing Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Previewing an Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Saving Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Saving an Invoice as a Draft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Sending Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Sending an Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Printing Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Invoicing User’s September 2010 3

Guide
Contents
Printing an Invoice from the Preview Page . . . . . . . . . . . . . . . . . . . . . . . 33

Printing an Invoice from the Invoice Details Page . . . . . . . . . . . . . . . . . . . . 34
Chapter 3 Managing Your Invoices . . . . . . . . . . . . . . . . . . . 35

About the Manage Invoices Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
About Invoice Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Searching Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
About the Basic Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
About the Advanced Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Searching Invoices with a Basic Filter . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Searching Invoices with an Advanced Filter . . . . . . . . . . . . . . . . . . . . . . . 41
Reviewing Invoice Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Opening Invoice Details From the Manage Invoice Page . . . . . . . . . . . . . . . . 45
Editing Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Editing an Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Exporting Invoice Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Invoice Summary Activity Information . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Invoice Details Activity Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Downloading and Saving Invoice Activity . . . . . . . . . . . . . . . . . . . . . . . . 51
Downloading and Opening Invoice Activity . . . . . . . . . . . . . . . . . . . . . . . 53
Copying Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Copying an Invoice from the Manage Invoices Page . . . . . . . . . . . . . . . . . . 54
Copying an Invoice from the Invoice Details Page . . . . . . . . . . . . . . . . . . . 54
Sending Invoice Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Sending a Reminder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Canceling Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Canceling an Invoice from the Manage Invoices Page . . . . . . . . . . . . . . . . . 56
Canceling an Invoice from the Invoice Details Page. . . . . . . . . . . . . . . . . . . 57
Archiving and Unarchiving Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Archiving an Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Unarchiving an Invoice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
About Invoices and Shipping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Chapter 4 Managing Invoice Payments . . . . . . . . . . . . . . . . . 63

About Invoice Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Viewing NTG Invoice Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Viewing a NTG Invoice Payment . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Recording Invoice Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
4 September 2010 Invoicing User’s

Guide
Contents
Marking an Invoice as Paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Viewing and Editing Manually Recorded Payments . . . . . . . . . . . . . . . . . . . 66
Chapter 5 Customizing Your Invoice Information . . . . . . . . . . . 69

About Invoice Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Customizing Your Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Editing Your Contact Information in an Invoice . . . . . . . . . . . . . . . . . . . . . 70
Editing Your Contact Information in Invoice Settings . . . . . . . . . . . . . . . . . . 72
Including a Logo in Your Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Adding a Logo When You Create an Invoice . . . . . . . . . . . . . . . . . . . . . . 75
Adding a Logo in Invoice Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Changing Your Invoice Logo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Deleting Your Invoice Logo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Including a Logo on Your Payment Page . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Adding Your Payment Logo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Changing Your Payment Logo in Invoice Settings . . . . . . . . . . . . . . . . . . . . 80
Deleting Your Payment Logo in Invoice Settings . . . . . . . . . . . . . . . . . . . . 81
Chapter 6 Working with Invoice Templates . . . . . . . . . . . . . . . 83

About Invoice Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
How Invoice Settings Relate to Invoice Template Contents . . . . . . . . . . . . . . . 84
Working with Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Creating Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Saving an Invoice as a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Creating a Template in the Create a New Invoice Page . . . . . . . . . . . . . . . . . 89
Adding a Template in Invoice Settings . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Managing Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
About the Manage Your Templates Page . . . . . . . . . . . . . . . . . . . . . . . . 94
Editing a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Setting the Default Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Previewing Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Deleting Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101
Chapter 7 Working with the Address Book . . . . . . . . . . . . . . 103

About the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
Accessing the Address Book. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104
Adding Contacts to the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . .104
Saving Recipient Information to the Address Book . . . . . . . . . . . . . . . . . . .104

Guide
Contents
Adding a Contact in the Address Book Page . . . . . . . . . . . . . . . . . . . . . .107

Editing Address Book Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Editing a Contact. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
.
110
Searching for Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Searching for a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
.
115
Deleting Address Book Entries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deleting Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115
116
Chapter 8 Working with Saved Items . . . . . . . . . . . . . . . . . 119

About Saved Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
What’s in a Saved Item? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
.120
Adding a Saved Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Adding an Item in an Invoice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Adding an Item in Invoice Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . .121
Editing Saved Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123
Editing a Saved Item. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123
Deleting Saved Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125
Deleting a Saved Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125
Chapter 9 Managing Your Tax Information . . . . . . . . . . . . . . 127

About Tax Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127
Adding Tax Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128
Adding Tax Information in an Invoice or Template . . . . . . . . . . . . . . . . . . . .
128
Adding Tax Information in Invoice Settings . . . . . . . . . . . . . . . . . . . . . . .130
Adding Tax Information in a Saved Item . . . . . . . . . . . . . . . . . . . . . . . . .131
Editing Tax Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132
. . Editing a Tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133
Deleting Tax Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134

Deleting a Tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134
Chapter 10 Invoice Administration . . . . . . . . . . . . . . . . . . 135

Managing Your Invoices and Payments . . . . . . . . . . . . . . . . . . . . . . . . . . .135
Maintaining Your Invoice Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136
Adding Users to Perform Invoicing Tasks . . . . . . . . . . . . . . . . . . . . . . . . . .136
Invoicing and Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137

Guide
Guide
Documentation
Feedback
8 September 2010 Invoicing User’s Guide

1 About Invoicing
NTG Invoicing lets you create and send professional invoices through email. You can save
invoice information for re-use, reducing the amount of time it takes to create invoices.
Read the following topics to learn more about NTG Invoicing:
 “What is Invoicing?” on page 9
 “What’s the Difference Between Request Money and Invoicing?” on page 9
 “Invoicing End-to-End” on page 10
 “What Does Your Customer See?” on page 11
 “Accessing NTG Invoicing” on page 13
What is Invoicing?
NTG Invoicing provides a way to create and send invoices to your customers. Invoicing lets
you save item details, tax rates, and recipients so you can use them for future invoices. You
can customize how your business information appears on the invoices, making them more
professional.
NTG provides a default invoice template for you to use or you can create your own
customized templates. Using customized templates saves time by storing details about your
items, prices, and standard tax rates.
Using Invoicing, you send invoices by email and get paid through NTG. Your invoice
recipients can view and pay through their NTG accounts. Recipients without NTG
accounts can pay you in several other ways.
Invoicing does not replace the Request Money feature. You can still use Request Money for
those items that don’t need an invoice. You access both the Invoicing and Request Money
features from the Request Money tab in your NTG account.
What’s the Difference Between Request Money and Invoicing?

Use Request Money to request payment for goods or services where tracking item detail is
not required, or when sending payment requests to multiple recipients. You must enter the
total amount to be paid because Request Money does not calculate tax or add shipping
amounts for you. When your recipients look at details of the money request, they see your
name and email address, the amount and date requested, a subject line, and any notes you
entered. When you view a payment request in History, you see the request information and
payment information when the request is paid.

Guide
About Invoicing
1
Invoicing End-to-
End
Use Invoicing to request payments for goods or service when you want to provide item
details, have the tax and discount amounts automatically calculated, and you want to track
and manage your invoices and payments. When your recipients review an invoice, they see
your customized contact information, payment terms, line item details including unit prices
and taxes, shipping and discount information, and invoice totals. When you view the invoice
in Manage Invoices, you see the same details your recipient sees, invoice status information,
and payment information when the invoice is paid.
Invoicing End-to-End
Invoicing has two participants: you and your customer. You create, send, and manage
invoices. Your customer, the invoice recipient, receives the invoice and makes a payment.
The following illustrates the invoice flow for both you and your customer.
1. You create the invoice.

When you create an invoice, you identify the invoice recipient, set the payment terms,
enter item details, enter shipping or discount amounts, and enter notes to the recipient, if
necessary. When you send the invoice, an email is sent to the invoice recipient.
See “Creating Invoices” on page 15 for instructions.

Guide
About Invoicing
1
What Does Your Customer
See?
2. Your customer receives an email that contains a link to the invoice.

Customers can use the email link to view invoices. NTG account holders can view
invoices through their NTG accounts.
3. Your customer opens the invoice and reviews it.
You customer can start the payment process by clicking Pay.
4. Your customer determines the payment method.
Your customer can pay in one of two ways:
– Using a NTG account.
– By credit or debit card, check, or bank transfer.
5. Your customer reviews the payment.
After reviewing the payment information, your customer approves the payment.
6. You manage invoices and payments.
You can check an invoice’s status and determine whether to send a reminder
about payment, cancel the invoice, or print the invoice to mail to the recipient.
When you receive a NTG payment, NTG updates the invoice status and provides a link to
the Transaction Details for the payment. The money is added to your account.
If your customer pays by another method, you can manually record the payment for the
invoice.
See “Managing Invoice Payments” on page 63 and “Managing Your Invoices” on page
35 for more information.
See “What Does Your Customer See?” on page 11 for more information about your
customer’s payment experience.
What Does Your Customer See?

When you send invoices, email notifications are sent to your customers (invoice recipients).
Invoice emails contain a summary of the invoice information and requests payment. Email
messages also contain a link and a URL that open in the invoice.
The following illustration shows the steps your customers take to pay invoices.

Guide
About Invoicing
1
What Does Your Customer
See?
1. Your customer opens an invoice

Invoice recipients can open their invoices in the following ways:
– Click the Pay Invoice button in the email.
– Copy the invoice URL in the email message and paste it in a web browser.
– Open their NTG accounts and open the invoice from their Account Overview or
History page.
2. Your customer reviews the invoice and clicks Pay.
The Review your invoice page displays the invoice details including payment terms, item
details, and the invoice totals. Before starting the payment process, your customer can
print a copy of the invoice.
3. Your customer selects the payment method.
Customers who want to use their NTG accounts to pay the invoice must first log in (if
they are not already) and select the payment method from their account.
Customers who do not use a NTG account to pay the invoice can enter debit or credit
card information for online payment.
Recipients who pay by offline methods should contact you for payment instructions.

Guide
About Invoicing
1
Accessing NTG Invoicing
4. Your customer reviews and approves the payment.

The Review your payment page displays a summary of the payment information.
Your customers click Pay Now to finalize payments.
5. Your customer receives verification of the completed payment.
A final page displays the transaction ID for the payment and an order summary email is
sent to your customer.
NTG account holders can see invoice and payment details through their Account
Overview or History pages.

You access NTG Invoicing by clicking the Request Money tab in your NTG account.
Request Money displays the Request Money subtab and three invoicing subtabs.
NO T E : The Request Money feature is not an invoicing component and is not included in
this guide.
Use the following subtabs to access invoicing components:
 Manage Invoices: Opens the Manage Invoices page.
Use this page to review your invoices, search for invoices, and perform invoice actions.
See “Managing Your Invoices” on page 35 for information about this page and how to
use
it.
 Create Invoice: Opens the Create a new invoice page.
Use this page to create an invoice or save an invoice as a template. Also, you can save
information to your Invoice Settings, such as customer contact information, to use again
later.
See “Creating Invoices” on page 15 to learn how to create invoices.
 Invoice Settings: Opens the Enter your contact information page with an Invoice
Settings navigation box on the left.
Invoice Settings lets you save your invoice contact information and logo, your payment
logo, tax information, items to invoice, invoice templates, and customer contact
information. Use the Invoice Settings navigation box to open one of these pages. For
example, click Address book to open the Address book page.
See the following sections to learn about Invoice Settings.
– “Customizing Your Invoice Information” on page 69
– “Working with Invoice Templates” on page 83
– “Working with the Address Book” on page 103
– “Working with Saved Items” on page 119
– “Managing Your Tax Information” on page 127

Guide
About Invoicing
1

Guide
2 Creating Invoices
Create invoices for goods and services through the Request Money tab.
 “The Invoicing Process” on page 15
 “Creating Invoices and Entering Details” on page 17
 “Previewing Invoices” on page 28
 “Saving Invoices” on page 30
 “Sending Invoices” on page 31
 “Printing Invoices” on page 32
The Invoicing Process

The invoicing process begins with creating an invoice and ends with managing the invoices.

Guide
Creating Invoices
2
The Invoicing
Process
1. Create an invoice.
You create an invoice for goods and services by clicking Create Invoice from Request
Money.
When you first open the Create a new invoice page, it automatically selects the default
invoice template for your account. In the beginning, it is a NTG-defined template. You
can create your own templates and customize some of the invoice entries, such as the
payment terms shipping cost. The template also identifies the currency to use for your
invoices. See “Working with Invoice Templates” on page 83 for instructions.
The Create a new invoice page displays the primary contact information from your
Account Profile. You can change the information displayed by selecting an alternate
address or email stored in your profile. You can customize your contact information by
specifying what information to display, adding a web site URL or fax number, and
including a logo. See “Customizing Your Invoice Information” on page 69 for
instructions.
NO T E : Customizing contact information in invoicing does not affect the information
in your Account Profile. To edit your address, phone number, or email, go to
your Profile Summary page.
2. Enter invoice details.
You identify the invoice recipient (your customer) by email address. You can also enter
optional billing and shipping addresses for the invoice recipient. You can store this
information in your address book to use in future invoices. See “Working with the
Address Book” on page 103 for instructions.
You add one or more items to invoice by entering item names or your product IDs. For
each item, you enter a date, a quantity, and a unit price. If an item is subject to tax, you
can select the rate. You can store item information for reuse by clicking a link on the
invoice or by adding items through the Invoice Settings page. You can also store tax
information in the Invoice Settings page. See “Working with Saved Items” on page 119
and “Managing Your Tax Information” on page 127 for instructions.
As you complete each item, the invoice amounts are automatically calculated. You can
apply a discount to the invoice, add a shipping/handling fee, and add a tax rate for the
shipping fee. Other things you can include in the invoice are a terms and conditions
description and a note to the recipient. You can include a memo that does not appear on
the invoice and can be used as an advanced search criteria in Manage Invoices.
When you have entered invoice information, you can preview how it will appear to the
recipient, save it for a later time, save it as a template, or close it.
See “Creating Invoices and Entering Details” on page 17 for instructions.
3. Preview the invoice (optional).
You can use the Preview invoice page to see how the invoice will appear to your
customer. From Preview invoice, you can send the invoice, print it, or edit it.
See “Previewing Invoices” on page 28 and “Printing Invoices” on page 32 for instructions.

Guide
Creating Invoices
2
Creating Invoices and Entering
Details
4. Send the invoice to your customer.

After you enter and review the invoice, click Send. NTG sends an email notification to
your customer about the invoice.
See “Sending Invoices” on page 31 for instructions.
5. Manage your invoices.
After sending an invoice, you can check the status of your invoices, send reminders to
your customers, manage invoice payments, and research invoices in the Manage Invoices
page. You can also review invoices in your History page.
See “Managing Your Invoices” on page 35 for instructions.
What’s in an Invoice?
Invoices contain the following information:
 Your contact information: Your name, email address, street address, phone
number, company name, and a logo.
 Invoice recipient (your customer) information: Email address (required), billing
address, shipping address, and business name.
 Invoice information: Invoice number, invoice date, payment terms, and due date.
 Item and invoice details: Name, date, quantity, unit price and tax for each item, discount,
shipping amounts, terms and conditions, and notes to the recipient.
 Memo: Text to track with the invoice.
When you create an invoice, the Create a new invoice page accesses information from your
Account Profile and Invoice Settings to pre-fill some of the fields. As you enter invoice
information, additional Invoice Settings are available to help speed up invoice entry. For
example, if you save tax rate information in Invoice Settings, you can select a saved rate to
use in the invoice.
Creating Invoices and Entering Details

You can create an invoice right away using the NTG Default Template. You can add your
own templates later or save your current invoice to use as a template.
As you create an invoice, you can choose to save some of the information in your Invoice
Settings to reuse at a later time. This information includes some of your contact information,
your logo, recipient contact information, invoice line items, and tax amounts.
You use the Create a new invoice page to enter invoice information. The following
illustration shows the Create a new invoice page as it appears the first time you open it.

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The numbers in this illustration correspond with the instruction steps in this chapter:
 “1. Accessing the Create a New Invoice Page” on page 19
 “2. Entering Your Contact Information” on page 19
 “3. Entering Recipient Information” on page 20
 “4. Entering Invoice Information” on page 23
 “5. Entering Item Information” on page 24
 “6. Entering a Discount, Shipping Fee, and Invoice Notes” on page 26
 “7. Finalizing an Invoice” on page 27
1. Accessing the Create a New Invoice Page

1. Log in to your NTG account.
2. Click the Request Money tab.
3. Click Create an Invoice.
The Create a new invoice page opens. The default template is selected automatically. If
you have not added your own templates yet, the NTG Default Template is selected.
4. To use a different template, select one from Select a template.
See “Working with Invoice Templates” on page 83 for more information.
2. Entering Your Contact Information

1. Edit Your contact information.
The displayed contact information is stored in your Account Profile information. If your
address, phone number, or email are incorrect, you must correct them in your Profile page.
You can add more contact information or control whether your phone numbers or email
address appear in the invoice by customizing your contact information. See “Customizing
Your Invoice Information” on page 69 for instructions.
2. Add or change the logo for the invoice.
Setting Action
Add logo Click to add a logo to the template.
This setting appears when the template does not have a logo.
Change logo Click to use a different logo.
This setting appears when the template already contains a logo.
Remove logo Click to delete the logo.

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See “Including a Logo in Your Invoices” on page 74 for detailed

instructions.
3. Entering Recipient Information

1. Enter the Recipient’s email address. (Required)
As you type the email address, you will see a list of your address book contacts that match
the characters you enter, starting with the third character. The search process looks
through the address book for matches in email addresses, names, and business names and
shows all matches in the list.
If your recipient is in the list, select it. If not, continue entering the address until you have
entered the correct recipient email address.
- Or -
Click Address book to search for a recipient in your address book and return it to the
invoice. See “Searching for a Contact” on page 115 for instructions.
2. Click Add billing and shipping information. (Optional)
The Recipient information page opens. If you selected a recipient from the address book,
the billing and shipping information fields display the recipient’s saved information.

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3. Enter Billing information.
Setting Action
First name Enter the recipient’s first or given name.
Last name Enter the recipient’s last or family name.
Business name Enter the name of recipient’s business.
Country Select the country for the billing address.
Address line 1 Enter up to 2 lines of the contact’s billing address.
Address line 2

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Setting Action
Zip code Enter the zip or postal code.
City/State Enter the city name for the billing address in the first field.
Select a state code from the drop down list in the second field.
Additional information Enter any information you want to appear on the invoice. For example, use
this field to track the contact’s account number.

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Update recipient’s billing Select this option to save the billing information to your address book.
Details
information in my address book
4. Click Enter a different address to add Shipping information.
Setting Action
Country Select the country for the shipping address.
Address line 1 Enter up to 2 lines of the contact’s shipping address.
Address line 2
City/State Enter the city name for the shipping address in the first field.
Update recipient’s shipping Select this option to save the shipping information to your address book.
information in address book

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5. Click Save.
The Create a new invoice page displays the recipient’s billing and shipping information.
4. Entering Invoice Information
Review the Invoice Information section and make any necessary changes.
1. Change the Invoice number to use a different numbering system than the default.
Invoice numbering automatically starts with 0001 and increments by 1 for each
subsequent invoice. You can use the default numbering system or use one of your own.
2. Change the Invoice date to use a different date.
The Invoice date is automatically set to today’s date. Enter the date of the invoice or
select one from the calendar control.
You can use an invoice date that is after the current date. However, when you click
Send, the invoice is sent right away regardless of the date you entered.
3. Change the Payment terms.
Select the number of days before payment is due. This field is automatically set to Due on
receipt. For example, to specify that full payment is due in 30 days, select Net 30.
NO T E : When you select a different term, the invoice Due date might change to match
the option you selected.
4. Change the Due date only if you selected Due on date specified in Payment terms.
The Due date is automatically set to match the Payment terms. For example, if you select
Net 30, the due date changes to a date that is 30 days after the Invoice date.
NO T E : If you enter a date in Due date, Payment terms will automatically change to
Due on date specified.
5. Entering Item Information
Your invoice must contain at least one item before you can send it.
 If you started with the NTG Default Template, you must add item information.
 If you started with a template that contains item information, review the included items
and make any necessary changes. You can add more items, if necessary.
Complete the following information for each item.

1. Enter the Item name/ID.
If you have saved items, you can select one from the list that appears when you click in
the field.
2. Enter the Date for the item.
When you tab or click in the date field, a Calendar opens. Select the date from the
Calendar or type the date in the field.
3. Enter the number of items in Quantity.
4. Enter a Unit price.
If you selected a saved item, the stored unit price displays.
5. Select the Tax for this item.
– If you selected a saved item with an assigned tax rate, the Tax displays. To change
it, select a tax from the list.
– If the item does not have a tax, select No tax.
– If the correct tax rate is not listed, select Add tax. See “Adding Tax Information in an
Invoice or Template” on page 128 for instructions.
Taxes are not displayed at the item level. The taxes applied to the invoice displays above
the invoice total.
6. Enter an item Description. (Optional)
7. Click Save item to add it to your Invoice Settings.
When you save an item, Save item changes to Item saved. The item will appear in the
Saved items page of your Invoice Settings. See “Working with Saved Items” on page
119 for more information.
8. Review the item Amount.
The Amount is calculated by multiplying Quantity times Unit price. Amount does not
include any specified tax for the item at this level. Taxes are totalled for the invoice and
display above the invoice total.
9. To remove an item from the invoice, click Delete row.
10.Click the Plus button to add more blank rows to the item section.
NO T E : Each time you add an item to the invoice, an empty item row is added to the end
of the list. The Plus button is another way to add rows to the invoice.
6. Entering a Discount, Shipping Fee, and Invoice Notes
You can specify additional information that applies to the entire invoice. This information
includes discounts, shipping and handling costs, and invoice notes.
1. Enter a Discount amount and select the type of discount.
Discount applies to the entire invoice and appears in the invoice totals section.
NO T E : If you want the discount to appear in the invoice items list, enter it as an
invoice item with a negative amount.
2. Enter a Shipping/handling amount.
3. If your shipping or handling fee is subject to tax, select a tax rate from Tax on shipping.
If the correct tax rate is not listed, add a new tax. See “Adding Tax Information in an
Invoice or Template” on page 128 for instructions.
4. Enter Terms and conditions text, up to 1,000 characters. This text appears in the invoice.
5. Enter Note to recipient text, up to 1,000 characters. This text appears in the invoice.
6. Enter Memo text, up to 150 characters. This text does not appear in the invoice.
7. Finalizing an Invoice
When you have entered invoice information, you can perform several tasks using the buttons
at the bottom of the page.
 Send the invoice. See “Sending Invoices” on page 31.

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 Preview the invoice to see it from your recipient’s point of view. See “Previewing
Invoices” on page 28.
 Save invoice as a draft to complete or use as a template at a later time. See “Saving
Invoices” on page 30.
 Save as Template to use the current invoice again. See “Saving an Invoice as a Template”
on page 87.
 Close the invoice.
When you close an invoice, a dialog box opens and gives you the option of saving your
changes. Click Don’t Save to discard your changes.
Previewing Invoices
You can preview how an invoice will look to your customer before sending it. The Preview
invoice page displays the invoice information you have entered. You can preview the invoice
just before sending it or any time you want to see how the invoice looks.
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After reviewing the invoice, you can send, edit, or print it from the Preview invoice page.
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Previewing an Invoice
1. Open the Create a new invoice page and enter invoice information.
See “Creating Invoices and Entering Details” on page 17 for detailed instructions.
2. Click Preview at the bottom of the Create a New Invoice page.
The Preview page opens. The Preview box displays your contact information, invoice
dates, payment terms, and the invoice information you entered.
3. Review the invoice and determine whether it is ready to send.
4. Perform one of the following actions:
– Click Send to send the invoice to the customer.
See “Sending Invoices” on page 31 for more information.
– Click Edit to go back to the Create a new invoice page.
See “Creating Invoices and Entering Details” on page 17 for more information.
– Click Print to make a hard-copy of the invoice.
See “Printing Invoices” on page 32 for instructions.
Saving Invoices
There might be occasions when you want to save an invoice without sending it. For example,
if you need to clarify an order, you can enter the invoice information you have and save it as
a draft. When you know how to handle the order, you can open the saved invoice and
complete it.
When you save an invoice as a draft, a time stamp appears below the button indicating the
date and time your invoice was saved. You can access saved invoices in the Manage
Invoices page. See “Managing Your Invoices” on page 35 for information about this page.
You can also save an invoice as a template. See “Saving an Invoice as a Template” on page
87 for instructions.
Saving an Invoice as a Draft

2. Click the Request Money tab and then click Create Invoice.
The Create a new invoice page opens.
3. Enter information for the invoice.
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Saving Invoices
4. Click Save Invoice at the bottom of the page.

The date and time you saved the invoice appears at the bottom of the page.
Sending Invoices
After you enter invoice information, you can send the invoice from the Create a new invoice
page or preview it before sending.
When you send invoices, an email notifications are sent to your recipients. NTG account
holders see invoices in their account History. You can see the invoices in your Manage
Invoices page.
See “Managing Your Invoices” on page 35 for more information.
Sending an Invoice
2. Click the Request Money tab and then click the Manage Invoices subtab.
The Manage invoices page opens.
4. Enter information for the invoice.
5. Click Send to send the invoice.
The Manage Invoices page opens. A message at the top of the page confirms that your
invoice was sent. Your invoice appears at the top of the invoice list.
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Printing
Invoices
See “Managing Your Invoices” on page 35 for more information.
Printing Invoices
If you need a copy of the invoice to send to your customer or for your records, you can print
it from the Preview page or from the Invoice Details page. A print version of the invoice
displays in a separate window.
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Printing Invoices
After printing, the window closes.
Printing an Invoice from the Preview Page

1. Enter invoice information in the Create a new invoice page.
See “Creating Invoices and Entering Details” on page 17 for detailed instructions.
2. Click Preview at the bottom of the Create a new invoice page.
The Preview page opens. The Preview box displays your invoice information.
3. Click Print.
A Print Invoice window and the Print dialog box open. Your invoice information
displays in a printer-ready format in the Print Invoice window.
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4. Select a printer in the Print dialog box.

5. Click Print.
After printing, close the Print Invoice. You can now perform other actions on the Preview
page.
Printing an Invoice from the Invoice Details Page

3. Click an invoice number in the Invoice # column of the Manage Invoices page.
The Invoice details page opens. The page displays invoice status information and the
invoice details.
4. Click Print.
A Print Invoice window and the Print dialog box open. Your invoice information
displays in a printer-ready format in the Print Invoice window.
5. Select a printer in the Print dialog box.
6. Click Print.
After printing, close the Print Invoice window. You can now perform other actions on the
Invoice details page or return to the Manage Invoices page.
3 Managing Your Invoices
After sending invoices, you’ll want to manage and track your invoices and payments. The
Manage Invoices page contains a set of tools for you to quickly find the invoices you need
and perform invoicing tasks.
Read the following topics to learn about managing your invoices.
 “About the Manage Invoices Page” on page 35
 “Searching Invoices” on page 38
 “Reviewing Invoice Details” on page 42
 “Editing Invoices” on page 47
 “Exporting Invoice Information” on page 49
 “Copying Invoices” on page 54
 “Sending Invoice Reminders” on page 55
 “Canceling Invoices” on page 56
 “Archiving and Unarchiving Invoices” on page 58
 “About Invoices and Shipping” on page 61
See “Managing Invoice Payments” on page 63 for instructions on handling invoice payments.
About the Manage Invoices Page

The Manage Invoices page opens when you click Manage invoices on the Request Money
tab. This page automatically opens after you send or save an invoice. Manage Invoices is the
main page to use when managing your invoices and payments.
When you click the Request Money tab, it displays either the Request Money page or the
Manage Invoices page depending on the last request you performed. For example, if you
sent an invoice the last time you visited this tab, the Manage Invoices page opens.

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About the Manage Invoices
Page
Manage Invoices displays the list of invoices that you have sent or saved. It displays the
following information for each invoice:
Column Description
Invoice date Date sent or saved.
Due date Date payment is due according to the payment terms in the invoice.
Recipient Name of the recipient or the recipient’s company name if one was used in the
invoice. If you saved the recipient in the add res ss book, click the recipient to open
its address book entry.
Status Current status of the invoice. See “About Invoice Statuses” on page 37 for a list of
statuses.
Invoice # ID number assigned to the invoice. Click this number to open Invoice details.

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Column Description
Action Available actions for the invoice depending on the invoice’s status. If there are
multiple actions, an arrow displays in the box.
Amount Invoice total amount.
Memo Displays an icon when the invoice contains a note to yourself. Hover over the icon to
display the contents of the memo.
Manage Invoices displays 20 invoices per page. If there are multiple pages of invoices, Page
displays the number of the current page and the total number of pages. You change pages by
clicking Previous and Next, which display at the top and bottom of the invoice list.
Use other Manage Invoice options to create invoices, filter and search invoices, archive and
unarchive invoices, and download invoice activity. From this page, you can open Invoice
Settings, Create an invoice, or the Request Money page.
About Invoice Statuses

Each invoice is assigned a status based on where it is in the invoicing process. A status
appears for each invoice listed in your History and Manage Invoices pages. At a quick
glance, you can determine whether an invoice is paid. You can review the details for all
invoices regardless of invoice status.
The available invoice statuses are listed below in alphabetical order.

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Status Description
Canceled Invoice was canceled.
Draft Invoice was created and saved. It was not sent to the recipient.
Marked as paid Invoice was manually marked as paid.
Paid Invoice was paid by a NTG account holder.
Sent Invoice was sent.
Depending on an invoice’s status, you can perform certain actions on an invoice. For
example, you can print all invoices, but you can only edit invoices that have not been paid,
marked as paid, or canceled. Some actions can be performed either on the Manage Invoices
or Invoice details pages. Other actions can only be performed on the Invoice details page.
You can perform the following actions on the Manage Invoices page:
 Send a Reminder: Only available when invoice status is Sent.
 Mark as Paid: Only available when invoice status is Sent.
 Cancel the invoice: Only available when invoice status is Sent.
 Copy the invoice: Available for all invoice statuses.
You can perform all of these actions and the following actions on the Invoice details page:
 Edit the invoice: Only available when the invoice status is Draft or Sent.
 Print the invoice: Available for all invoice statuses.
See “Reviewing Invoice Details” on page 42 for instructions on using the Invoice details
page.
Searching Invoices
The Manage Invoices page contains two search filters: Basic and Advanced. Use these
search filters to find invoices that match certain criteria. For example, if you want to see all
invoices that are past due, you can use the Past due filter in Basic filter to quickly find them.
If you want to see all invoices sent to a particular recipient, you can search by email address
in Advance filter.
When you open the Manage Invoices page, the Basic filter selections and All Active
invoices display in the page. As you apply search filters, the invoice list changes to display
invoices that match your filter.

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About the Basic Filters

Basic filter contains predefined filters for some of the most common searches you might need.
Filter Results
All active All invoices that have not been archived.
Unsent Saved invoices.
The invoice status is Draft.
Unpaid Sent invoices that have not been paid.
The invoice status is Sent.
Paid Paid invoices.
The invoice status is either Paid or Marked as paid.
Past due Sent invoices that are past their due dates.
With one click, Basic filter displays the invoices that match the search criteria.
If you need to narrow down the list of invoices more than Basic filter allows, use Advanced
filter instead.
About the Advanced Filters

Use Advanced filter to filter your searches by almost every top-level invoice value.
Advanced filters are useful when you need to search for specific invoice data.
You can apply the following filters.
Filter Search Criteria

Email Enter all or part of the recipient’s email address.
Recipient name Enter all or part of the recipient’s first and last name.
Company name Enter all or part of the recipient's company name.
Invoice number Enter all or part of the invoice number.
Status Select an invoice status.
Archived items No additional criteria.
See “Archiving and Unarchiving Invoices” on page 58 for information about
archived invoices.
Amount Enter an amount range in the two boxes that display.
Currency Select a currency.
Memo Enter memo text or keywords that might appear in invoice memos.
For example, if you typically include a memo about special discounts, search for
discount.

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Filter Search Criteria

Payment date Specify the payment date range. Enter the From and To dates of the date range
in the text boxes or use the Calendar controls to select them.
Due date Specify the due date range. Enter the From and To dates of the date range in the
text boxes or use the Calendar controls to select them.
Invoice date Specify the invoice date range. Enter the From and To dates of the date range in
the text boxes or use the Calendar controls to select them.
For most of the text filters, partial text can match. For example, the text mit matches Smith
and Mitty.
Searching Invoices with a Basic Filter

3. Click a filter in the Basic filter box.
– All Active
– Unsent
– Unpaid
– Paid
– Past due
See “About the Basic Filters” on page 39 for a description of these filters.
The Manage Invoices page refreshes and displays the invoices matching the search filter.
You can apply another filter or look an the invoice details for one or more of the invoices
listed.

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Searching Invoices with an Advanced Filter

3. Click Advanced filter.
The Advanced filter search box displays on the page. The Basic filter search box moves
to the back.
4. Select a filter in Filter by.
– Email
– Recipient name
– Company name
– Invoice number
– Status
– Archived items
– Amount
– Currency
– Memo
If the filter lets you enter search criteria, one or more fields display next to your Filter by
selection.
See “About the Advanced Filters” on page 39 for a description of these filters.
5. Enter search criteria for your filter, if available.
– For Status and Currency filters, select an item from the drop down list.
– For other filters, enter the criteria to find.
6. To use a date range to filter the search, select a date type from And (below the Filter by
field) and enter a date range.
– Select a date from the Calendar control.
- Or -
Enter the starting date in the first date field.
– Select a date from the Calendar control.
- Or -
Enter a date in the to field (second date field).

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7. Click Show.
The Manage Invoices page displays a list of invoices that match your criteria. If there are
no matches, the page displays a message indicating that there are no matches.
Reviewing Invoice Details

The Manage Invoices page lists the invoices that you sent or saved. Invoices also appear in
your History page. You can view detailed information for an invoice in the Invoice details
page.
You can access the Invoice details page from the following pages:
 Manage Invoices
 Account Overview for recent invoices
 History
 Any page that contains an invoice number link
The Invoice details page is divided into three sections:
1. Invoice status: Contains the recipient’s email address, current status, and invoice memo
text display at the top of the page.
2. Invoice actions: A set of buttons for the actions you can perform for the current invoice
and a link you can use to return to the previous page.
3. Invoice: Displays the invoice as it appears to the recipient. This section shows your
contact information, the invoice date and payment terms, the recipient’s information, the
items invoiced, and the invoice totals. If you included Terms and Conditions or Notes
text, it appears below the item list.

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Use the Invoice details page to review the contents of the invoice, recipient information, and
the invoice terms. From this page, you can perform the following actions for open invoices.
 Edit: Update or change the invoice contents. For example, if the recipient moved, you can
edit the address information.
See “Editing Invoices” on page 47 for instructions.
 Remind: Send an email reminder to the recipient.
See “Sending Invoice Reminders” on page 55 for instructions.
 Print: Print the invoice for your records or to send a copy to your customer.
See “Printing Invoices” on page 32 for instructions.
 Mark as Paid: Manually set the invoice to Paid.
See “Recording Invoice Payments” on page 65 for instructions.
 Copy: Use a copy of the invoice as the starting point for a new invoice.
See “Copying Invoices” on page 54 for instructions.
 Cancel Invoice: Mark the invoice as canceled and send an email notification to the
recipient.
See “Canceling Invoices” on page 56 for instructions.
After an invoice is paid or canceled, you can only print or copy it.

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Opening Invoice Details From the Manage Invoice Page

3. Click the invoice number in the Invoice # column to open that invoice.
The Invoice details page opens.

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4. Click a button to perform an action on this invoice.

For example, click Print to make a copy of the invoice for your records.
- Or -
Click Go to Manage Invoices to return to the Manage Invoices page.
Editing Invoices
You can update or change invoices that have not been paid, marked as paid, or canceled. For
example, if your customer ordered another item, you can add it to an existing invoice. Use
the Invoice details page to edit the contents of the invoice, recipient information, and the
invoice terms.
When you select an invoice to edit, the Edit invoice page opens and displays the information
that was sent to your customer. You can edit any of the fields in the invoice, but you cannot
use a different template for the invoice. Because you are editing an existing invoice, you can
only Send, Print, or Close the invoice.
When you send an edited invoice, the Manage Invoices page displays information about the
edited invoice, replacing the original entry for the invoice.
When your customer views the invoice details, the invoice Status displays a message
indicating that the invoice was edited and the date it was edited. Your customer sees only
the edited version of the invoice.
Editing an Invoice
NO T E : If you need more detailed information about completing invoice fields, see “Creating
Invoices and Entering Details” on page 17.
3. Click an Invoice #.
The Edit invoice page opens.

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4. Add or change the logo for the invoice.
Setting Action
Add logo Click to add a logo.
This setting appears when the invoice does not have a logo.
This setting appears when the invoice contains a logo.
This setting appears when the invoice contains a logo.
See “Including a Logo in Your Invoices” on page 74 for detailed instructions.

5. Click Edit contact information to change your information.
See “Editing Your Contact Information in an Invoice” on page 70 for instructions.
6. Update the recipient information in Send to.
7. Update the following Invoice information:
– Invoice number
– Invoice date
– Payment terms
– Due date
8. To change the currency, select one in Select currency.
9. Edit or add items.
Setting Action
Item name/ID Enter the item name.
If you have saved items, select one from the list that appears when you
click in the field.
Date Enter the Date for the item.
When you tab or click in the date field, a Calendar opens. Select the date
from the Calendar or type the date in the field.
Quantity Enter the number of items.
Unit price Enter the unit price.
If you selected a saved item, the stored amount displays. You can change
it, if necessary.
Tax Select the tax for this item.
If you selected a saved item with an assigned tax rate, the tax displays. You
can change it, if necessary.
If the correct tax rate is not listed, add a new tax. See “Adding Tax
Information in an Invoice or Template” on page 128 for instructions.

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10.Edit or add shipping and discount information:
Setting Action
Discount Enter a number and select a discount type.
Shipping/handling Enter an amount.
Tax on shipping Select the tax to apply to the shipping or handling fee.
11. Edit or add invoice notes and text:

– Enter Terms and conditions text, up to 1,000 characters. This text appears on an invoice.
– Enter Note to recipient text, up to 1,000 characters. This text appears on an invoice.
– Enter Memo text, up to 150 characters. This text does not appear on an invoice.
12.Click Send.
The Manage invoices page opens and displays a message verifying that your editing
invoice was sent. The edited invoice’s information appears in the invoice list.
Before sending the edited invoice, you can click Print to make a copy for your records or
mail to your customer.
Exporting Invoice Information

You can export invoice information to use in a spreadsheet or other application by
downloading invoice activity from the Manage Invoices page. You can open the activity file
immediately or save file to use later.
Each invoice in the activity file generates one row of information. Each column in the
activity file represents a piece of the invoice’s information,. If an invoice does not contain
certain data, such as tax or shipping amounts, the columns are empty.
Before downloading the activity, use a basic or advanced filter to display only the invoices
you want in the file. For example, use a filter to limit the downloaded activity to paid
invoices. See “Searching Invoices” on page 38 for filtering instructions.
You can download two levels of invoice activity information:
 Invoice Summary: The downloaded activity information contains one row of information
for each invoice. This is the default download.
See “Invoice Summary Activity Information” on page 50 for a list of the columns
contained in each row.
 Invoice Details: The downloaded activity information contains one invoice summary row
and additional rows for each item, tax, shipping, and discount within an invoice. The
summary row contains the same information as the Invoice Summary download.

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Exporting Invoice
Information
Additional columns appear for item details, tax amounts, shipping amounts and discount
amounts.
See “Invoice Details Activity Information” on page 50 for more information about the
columns contained in this download.
Invoice Summary Activity Information

The default download contains invoice summary information. Each row can contain the
information in the following table.
Date created Time created Invoice date Invoice date Due date
Payment date Status From email To email Name
Company Invoice number Currency Item total Discount amount
Shipping amount Tax total Total invoice Transaction ID Terms note
amount
Customer note Invoice memo Invoice billing Other recipient Invoice shipping
address details address
Invoice Details Activity Information

You can download item details for each invoice to see a breakdown of the invoice’s
contents. In addition to the invoice summary information, you’ll see one item detail row for
each invoice item. If the invoice contains shipping charges or discounts, there is one row for
each. A Type column identifies the kind of data included in the row:
 Invoice summary row: Contains all of the information listed in the previous table.
 Invoice item row: Contains the invoice identification fields and the following item-
specific columns:
– Item date
– Item name
– Item description
– Item quantity
– Item unit price
– Item total
– Tax name
– Tax rate
 Shipping amount row: Displays invoice identification information and contains
information in the following columns:
– Shipping amount
– Tax name
– Tax rate

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Invoices 3
– Tax total
 Discount amount row: Displays invoice identification information and an amount in the
Discount amount column.
The following table contains a complete list of the columns in the invoice details activity.
Date created Time created Invoice date Due date

Payment date Type Status From email
To email Name Company Invoice number
Currency Item date Item name Item description
Item quantity Item unit price Item total Discount amount
Shipping amount Tax name Tax rate Tax total
Total invoice amount Transaction ID Terms note Customer note
Invoice memo Invoice billing address Other recipient details Invoice shipping address
Downloading and Saving Invoice Activity

3. Search for the invoices to export by applying a Basic or Advanced filter.
See “Searching Invoices” on page 38 for instructions.

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Exporting Invoice
Information
4. Click CSV above the invoice list.

The Download your activity dialog box opens.
5. Select a type in Choose the file type.
The file type specifies how you want the activity data separated in each row. For example,
select Comma delimited to use a comma to separate the columns.
6. Click Include Item Details to export detailed information about each item in the invoice.
7. Click Download.
The File Download dialog box opens.
8. Click Save.
The Save File dialog box opens.
9. Enter a name in File name.
10.Click Save.
NO T E To save the file in a different folder, browse to find the folder to use before clicking
:
Save.
The Manage Invoices page opens.

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Invoices 3
Downloading and Opening Invoice Activity

3. Search for the invoices to export by applying a Basic or Advanced filter.
See “Searching Invoices” on page 38 for instructions.
4. Click CSV above the invoice list.

The Download your activity dialog box opens.
5. Select a type in Choose the file type.
The file type specifies how you want the activity data separated in each row. For example,
select Comma delimited to use a comma to separate the columns.
6. Click Include Item Details to export detailed information about each item in the invoice.
7. Click Download.
The File Download dialog box opens.
8. Click Open to display the information in an application.
Your selected application opens. Follow the directions to convert the information to your
application’s format, if necessary.

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3 Invoices
Copying Invoices
You can copy an existing invoice as a quick way to create a new invoice. When you copy an
invoice, the Create a new invoice page opens and displays an exact replica of the original
invoice except for the invoice number, invoice date, and due date. These three fields are
reset. You can make any necessary edits before sending the invoice.
You can copy an invoice from the Manage Invoices page or from the Invoice details page.
Copying an Invoice from the Manage Invoices Page

3. Click Copy in the Action column for the invoice you want to copy.
4. Edit or add information to an invoice copy as you would with any other new invoice.
When you are finished, you can send, preview, or save the invoice. You can also save
the invoice as a template.
Copying an Invoice from the Invoice Details Page

3. Click the Invoice #.
4. Click Copy.
5. Edit or add information to the invoice copy as you would with any other new invoice.
When you are finished, you can send, preview, or save the invoice. You can also save
the invoice as a template.

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Sending Invoice Reminders
Sending Invoice Reminders

If you have not received payment for your invoice, you can send a reminder that payment is
due. You can send invoice reminders for open invoices through the Manage Invoices page.
The reminder is an email message that you send to the invoice recipient. The email subject
contains the invoice number to help identify the invoice. You can include a personal
message of up to 1,000 characters. You can send a copy of the email to yourself for your
records.
Sending a Reminder
3. Select Remind in the Action column for the invoice that needs a reminder.
The Reminder page opens. The invoice recipient’s email displays in To: and the
subject line contains the invoice number.
4. Select Send me a copy of the email. (Optional)
5. Edit the Subject text, if necessary.
This is the email subject.
6. Enter a Note to the invoice recipient. (Optional)
Note text cannot exceed 1,000 characters. It appears in the body of the email message.

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3 Invoices
7. Click Send Reminder.

The Manage Invoices page displays a message confirming that your reminder was sent.
If you chose to receive a copy of the email, it will arrive in your email shortly.
Canceling Invoices
When a recipient cancels an order or you decide not to pursue an invoice for some reason,
you can cancel it through the Invoice details page. You can also cancel an invoice using an
option in the Manage Invoices page.
When you cancel an invoice, the invoice recipient receives an email notification. The default
email subject line contains the invoice number to help identify the invoice. You can include
a personal message of up to 1,000 characters. You can send a copy of the email to yourself
for your records.
The invoice status changes to Canceled. This invoice status displays in the History list in the
Payment Status column and in the Manage Invoices page in the Status column. The
Invoice details page displays the status, the date the status occurred, and the user who set the
status.
You can still access Invoice details for canceled invoices through the Manage Payment or
History pages. You can also print or copy them. However, canceled invoices are
considered complete and you cannot edit them.
Canceling an Invoice from the Manage Invoices Page

3. Select Cancel in the Action column for the invoice you want to copy.
The Cancel this invoice and email the recipient page opens. The recipient’s email
displays in To: and the default subject line contains the invoice number.
This text becomes the email subject.
5. Enter a Note to the recipient. (Optional)

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Invoices 3
6. Click Send Cancelation.

The Manage Invoices page displays a message confirming that the invoice was canceled
and an email was sent to the recipient. The invoice’s Status displays Canceled.
If you chose to receive a copy of the email, it will arrive in your email shortly.
Canceling an Invoice from the Invoice Details Page

2. Open the Invoice Details page using one of the following methods:
– In your Account Overview page, click Details for a canceled invoice.
– Click History. The History page opens.
Locate a canceled invoice. Click Details.
– Click Request Payment. The Manage Invoices page opens.
Click the Invoice # for a canceled invoice.
The Invoice details page opens. Invoice sent to displays the recipient’s email address and
Status displays the status, date the status occurred, and who set the status.
3. Click Cancel Invoice.
The Cancel this invoice and email the recipient page opens. The recipient’s email
displays in To: and the default subject line contains the invoice number.
This text becomes the email subject.

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3
Archiving and Unarchiving
Invoices
5. Enter a Note to the recipient. (Optional)

6. Click Send Cancelation.

The Invoice details page displays a message confirming that the invoice was canceled
and an email was sent to the recipient. If you chose to receive a copy of the email, it will
arrive in your email shortly.
7. Click Go to log or Go to Manage Invoices to return to your starting page.
Archiving and Unarchiving Invoices

All invoices that you create appear in the All Active invoices list. You can store, or archive,
invoices that you are not actively using. When you archive invoices, they no longer appear in
the All Active invoices list in the Manage Invoices page. You can see your archived
invoices by using an Advanced Filter to search for them.
If you want archived invoices to appear in the All Active invoices list again, you can
unarchive them. See “Unarchiving an Invoice” on page 59.
Archiving an Invoice

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Invoices 3
3. Click the selection box next to each invoice to archive. To select all displayed invoices,
click the section box at the top of the column.
Each selected invoice is highlighted.
4. Click Archive.
The Manage Invoices page displays only the active invoices. You can search for your
archived invoices using an Advanced filter.
Unarchiving an Invoice
3. Click Advanced Filter.
The Advanced Filter settings display.

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3
Archiving and Unarchiving
Invoices
4. Select Archived Items in Filter by.

5. Enter a date range for Invoice date, Due date, or Payment date to further filter your
search.
6. Click Show.
A list of archived invoices meeting your search criteria displays in the page.
7. Click the selection box for the invoices to unarchive. To select all displayed invoices,
click the selection box at the top of the column.
8. Click Unarchive.
The search results list refreshes and the unarchived invoice no longer appears. The
unarchived invoice appears in the All Active invoice list.

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Invoices 3
About Invoices and Shipping

The ability to create shipping labels and packing slips for your orders is not integrated in
NTG invoicing. However, when you receive a NTG payment for an invoice, you can print
shipping labels and packing slips by opening the payment’s Transaction Details page and
using the links listed there.

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3 Invoices

Guide
4 Managing Invoice Payments
NTG Invoicing automatically records payments made through NTG accounts. You can
manually record payments made by invoice recipients without NTG accounts or by NTG
account holders who choose to use a different payment method.
Read the following topics to learn about payments:
 “About Invoice Payments” on page 63
 “Viewing NTG Invoice Payments” on page 63
 “Recording Invoice Payments” on page 65
See “Managing Your Invoices” on page 35 for instructions on managing other invoicing tasks.
About Invoice Payments

Paid invoices have different statuses to distinguish between NTG payments and manually
recorded payments.
 Paid: Identifies an invoice paid using NTG
 Marked as paid: Identifies an invoice with a manually recorded payment.
Regardless of how payments are recorded, you can view and manage payments in the
Invoice details page. You can access Invoice details from the following pages:
 Manage Invoices: Click an invoice number in the list.
 Account Overview: Click Details for invoices created within the last 7 days.
 History: Click Details.
 Transaction Details: Click the invoice number in Payment For.
The Invoice details page provides a link to the payment information for the invoice. Use this
link to see more information about the payment and to perform different actions.
Viewing NTG Invoice Payments

Invoice recipients who are NTG account holders can choose to pay your invoices using their
accounts. When they access their NTG accounts, they see your invoices listed in their
Account Overview or History pages. When they click Pay, they choose a payment method
and approve the payment.
When an invoice payment clears, the invoice status changes to Paid. The Invoice details
page shows the changed status and provides a link to the Transaction Details page for that

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Managing Invoice Payments
4
Viewing NTG Invoice Payments
payment. Use this link to see more information about the payment, issue a refund, manage
tracking information, or print a shipping label or packing slip.
Viewing a NTG Invoice Payment

4. Click More information.
The Transaction Details page opens. It displays the payment details.

5. Perform one of the following actions, if necessary.
– Issue a refund within 60 days of the payment.
– Enter tracking information for the item(s) you shipped.
– Print a shipping label or packing slip for the item(s) you will ship.
– Edit tracking information.
6. Click the invoice number in Payment for to return to the Invoice details page.
- Or -
Click Return to Log to open your History page.

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Recording Invoice
Payments
Recording Invoice Payments

Invoice recipients do not need a NTG account to pay your invoices. They can pay online
using a debit or credit card, or pay offline by mailing payments or making wire transfers.
When recipients use a method other than NTG to pay an invoice, NTG cannot update the
invoice status for you. You must manually record the payment information and mark the
invoice as paid. You record an invoice payment using an option on the Manage Invoices
page.
When you enter and save the payment information, the invoice displays the Marked as paid
status on the Manage Invoices, Account Overview, and History pages. When you view the
Invoice details page for the invoice, it contains a link to the Mark as paid dialog box. Use
this link to view or edit payment information for this invoice.
Marking an Invoice as Paid

3. Select Mark as paid in the Action column.
The Mark as paid dialog opens. It displays the invoice number, invoice date, and the
invoice amount for the invoice you selected.

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4. Select a Payment method.

5. Enter a Payment date or select one from the Calendar.
6. Enter an optional Note of 300 characters or less.
7. Click Save.
The Manage Invoices page displays the Marked as paid status for the invoice.
Viewing and Editing Manually Recorded Payments
NO T E : This task describes how to access the Invoice details page from the Manage
Invoices page. You can also access the Invoice details page from the Account
Overview and History pages, as well as any page that contains an invoice number
link.

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Recording Invoice
Payments
4. Click View/edit details.
The Mark as paid dialog box opens. It displays the invoice number, invoice date, the
invoice amount, and the saved payment information for this invoice.
5. Update the payment information for the invoice.

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6. Click Save Changes.

The Mark as paid dialog box closes. You can continue to review the Invoice details
page or perform other actions.
7. Click Go to Manage Invoices.
The Invoice details page closes and the Manage Invoices page opens.

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5 Customizing Your Invoice
Information
You can customize what appears on your invoices by editing your contact information
or including a logo.
Read the following topics to learn about customizing your invoices.
 “About Invoice Customization” on page 69
 “Customizing Your Contact Information” on page 69
 “Including a Logo in Your Invoices” on page 74
 “Including a Logo on Your Payment Page” on page 79
About Invoice Customization

Your contact information identifies you as the invoice sender and provides the recipient with
a way to contact you, if necessary. When you create an invoice, the invoice contact
information fields automatically display your Profile information. You can customize what
appears on the invoice by editing your contact information.
Another way to customize your invoices is to include your logo. Sending invoices with your
logo helps your recipients identify you as the sender.
Customizing Your Contact Information

Your contact information identifies you as the invoice sender and provides the recipient with
a way to contact you if necessary. When you create an invoice, the invoice contact
information fields automatically display your Profile information.
You can customize what appears on the invoice by editing your contact information. You
can edit your contact information in two ways:
1. Edit your contact information in an invoice.
2. Edit the information in the Enter your contact information page in Invoice Settings.
Any edits you save do not affect existing invoices, invoice templates, or your Account
Profile. You must edit your templates to change the contact information they contain.
To change your Account Profile information, you must edit it directly.
NO T E: You must edit your address, phone number, and email address in your
Account
Profile.
See “Managing Templates” on page 94 for instructions on editing your invoice templates.

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Customizing Your Invoice
5 Information
Editing Your Contact Information in an Invoice
NO T E : Any changes you make to your invoice contact information will not affect
the information stored in your Account Profile.
3. Click Edit contact information.
The Your contact information page opens.

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Information 5
4. Add or edit your contact information.

NO T E : All information on this page is optional.


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5 Information
Setting Action
Business Name Enter the name of your business. This item is included in the invoice.
First Name Enter your first or given name.
When you first create an invoice, this information is accessed from your
Account Profile. If you change and save it, the edited name will be used for all
future invoices.
Last Name Enter your last or family name.
Account Profile. If you change and save it, the edited name will be used for all
future invoices.
Address Select your address. Addresses are stored in your Account Profile.
To exclude the address from the invoice, select Don’t show on invoice.
Phone Select your phone number. Phone numbers are stored in your Account Profile.
To exclude the phone number from the invoice, select Don’t show on invoice.
Fax Enter your fax number.
Enter the number as you want it to appear on the invoice, or leave it blank.
Email Select your email address. Email addresses are stored in your Account Profile.
To exclude the email address from the invoice, select Don’t show on invoice.
Website Enter your website address as you wish it to appear on your invoice, or leave it
blank.
Additional Information Enter additional contact information to display on the invoice.
For example, enter your tax ID number or business license number.
5. To store this information, select Save these changes to my Invoice Settings,

6. Click Save.
Your edits appear in the contact information section of the invoice. If you chose to save
the edits to your Invoice Settings, your updated contact information will also appear in
the Enter your contact information page.
Editing Your Contact Information in Invoice Settings
NO T E : Any changes you make to your invoice contact information will not affect
the information stored in your Account Profile.

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Information 5
3. Click Invoice Settings.

The Enter your contact information page opens.
4. Add or edit your contact information.
NO T E : All information on this page is optional.
Setting Action
Business Name Enter your business name as you want it to appear on an invoice.
First Name Enter your first or given name.
Account Profile. If you change it, the edited name will be used for all
future invoices.

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Setting Action
Last Name Enter your last or family name.
Account Profile. If you change it, the edited name will be used for all
future invoices.
Address Select your address. Addresses are stored in your Account Profile.
To exclude the address from the invoice, select Don’t show on invoice.
Phone Select your phone number. Phone numbers are stored in your Account
Profile.
To exclude the phone number from the invoice, select Don’t show on
invoice.
Fax Enter your fax number.
Enter the number as you want it to appear on the invoice, or leave it blank.
Email Select your email address. Email addresses are stored in your Account
Profile.
To exclude the email address from the invoice, select Don’t show on
invoice.
Website Enter your website address as you wish it to appear on your invoice, or
leave it blank.
Additional Information Enter additional contact information to display on the invoice.
For example, enter your tax ID number or business license number.
5. Click Save.
Your updated contact information appears in the Enter your contact information page.
When you create your next invoice, it will use the updated information.
Including a Logo in Your Invoices

Sending invoices with your logo helps your customers identify you as the sender.
Your invoice logo must meet the following requirements:
 File format: JPG, GIF, or PNG
 File size limit: 100KB, maximum
 File resolution: 75 pixels high x 100 pixels wide, maximum
If your image does not meet these requirements, adjust the image before you add it.
I M POR T AN T : Before you add a logo to use in your invoices, you must certify that you
have the right to distribute the image and that it does not violate the NTG
User Agreement and the Acceptable Use policies.

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Information 5
You can add or change an invoice logo when you create an invoice, or through the Invoice
Logo page in Invoice Settings.
Adding a Logo When You Create an Invoice

3. Click Add Logo.
The Add your invoice logo page opens.
4. Click Browse.
The Browse dialog box opens.
5. Select the logo file to use and click Open.
6. Select Save this logo to my Invoice Settings to use this logo for all future invoices.
7. Click Agree and Save.

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I M POR T AN T When you click Agree and Save you are certifying that you have the
:
right to distribute the image and that it does not violate the NTG User
Agreement and the Acceptable Use policies.
The logo displays in the Create a new invoice page and is included with the invoice
when you send or save it.
Adding a Logo in Invoice Settings

4. Click Invoice logo in the Invoice Settings box at the left of the page.
The Add your invoice logo page opens. It displays a gray box as a placeholder for the
logo and No file selected next to the Browse button.
5. Click Browse.

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Information 5
I M POR T AN T :When you click Agree and Save you are certifying that you have the
The Add your invoice logo page replaces the gray box with your logo image and changes
No file selected to the logo’s file name. The logo is included in all future invoices unless
you remove it.
Changing Your Invoice Logo
If you want to use a different logo image, upload a different file in the Add your invoice
logo page in Invoice Settings. Uploading another logo does not change any existing invoices
or templates that use the previous logo. To change the logo in your template, you must edit
the template to read the new logo.
The Add your invoice logo page opens. It displays the logo currently in Invoice Settings.
5. Click Browse.

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5 Information

I M POR T AN T : When you click Agree and Save you are certifying that you have the
The Add your invoice logo page replaces the old logo image with the new logo image
and displays the new logo’s file name next to the Browse button. The logo is included in
all future invoices unless you remove it.
Deleting Your Invoice Logo

You can remove the logo in the Add your invoice logo page in Invoice Settings. Removing
the logo will not change any existing invoices or templates. To remove a logo stored in a
template, you must edit the template.
The Add your invoice logo page opens.

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Information 5
5. Click Remove.
The Add your invoice logo page displays a gray box instead of a logo and displays No
file selected instead of the logo file name.
Including a Logo on Your Payment Page

You can use Invoice Settings as another way to add an image for your payment page. A
payment logo is the image that your customers see when they pay you with NTG.
If you already added a payment logo in your Account Profile, you don’t need to add another
one in Invoice Settings. If you add a payment logo in Invoice Settings, it will replace any
existing payment page logo.
Your payment logo must meet the following requirements:
 File format: JPG, GIF, or PNG
 File size limit: 100KB, maximum
 File resolution: 90 pixels high x 500 pixels wide, maximum
If your image does not meet these requirements, adjust the image before you add it.
I M POR T AN T : Before you add a logo, you must certify that you have the right to
distribute the image and that it does not violate the NTG User Agreement
and the Acceptable Use policies.
Adding Your Payment Logo

4. Click Payment logo in the Invoice Settings box at the left of the page.
The Add your payment logo page opens. It displays a gray box as a placeholder for the
logo and No file selected next to the Browse button.

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5 Information
5. Click Browse.
:
The Add your payment logo page replaces the gray box with your logo image and
changes No file selected to the logo’s file name. The logo is stored in your Account
Profile and will appear on your customer’s NTG payment pages.
Changing Your Payment Logo in Invoice Settings
If you want to use a different payment logo, you can upload a different file in the Add your
payment logo page in Invoice Settings.

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Information 5

The Add your payment logo page opens. It displays the logo currently stored in your
Account Profile.
5. Click Browse.
:
The Add your payment logo page replaces the old logo image with the new logo image
and displays the new logo’s file name next to the Browse button. The logo is stored in
your Account Profile and will appear on your customer’s NTG payment pages.
Deleting Your Payment Logo in Invoice Settings

You can remove the logo in the Add your payment logo page in Invoice Settings. Deleting
the logo in Invoice Settings will remove it from your Account Profile.
The Add your payment logo page opens.
5. Click Remove.
The Add your payment logo page displays a gray box instead of a logo and displays No
file selected instead of the logo file name.

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5 Information

Guide
6 Working with Invoice Templates
Invoice templates allow you to create invoices faster. You store details about invoice
items, prices, and standard tax rates in templates that you can use as a starting point for
invoicing your customers.
Read the following topics to learn about creating and managing invoice templates.
 “About Invoice Templates” on page 83
 “Creating Templates” on page 87
 “Managing Templates” on page 94
About Invoice Templates

An invoice template contains values that you frequently include in an invoice. Using a
template saves you time when you create an invoice by pre-filling invoice fields. For
example, if you typically sell two taxable products together, you can create a template that
contains the two items and their applicable taxes. Each time you have an order for those two
products, you can use this template to enter the item information for you.
You can save the following information in an invoice template:
 Your contact information, including your logo
 Payment terms
 Currency
 Item information: Item name, quantity, unit price, tax, description
 Discount
 Shipping/handling
 Tax on shipping
 Terms and conditions text
 Note to recipient
 Memo
In the Create a new invoice page, you can see a list of the available templates in Select a
template. When you first open the Create a new invoice page, the only template listed is the
NTG Default Template. As you add templates, they become available in Select a template.
You can specify which template to use as the default in Invoice Settings.
You can create a maximum of 50 templates.

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Working with Invoice
6 Templates
How Invoice Settings Relate to Invoice Template Contents

When you create a template, you can complete the invoice fields by entering the information
directly or by selecting information that you have already saved in Invoice Settings.
Setting From Stored Information

Select a template Invoice Settings: Templates Includes one or more of the following:
 Payment items
 Item information
 Shipping information
 Terms and conditions
 Note
 Memo
Use the template as a starting point to create an

invoice or to create a new template.
Your contact Invoice Settings: Invoice logo The logo or image you want to appear on the
information: Your logo invoice.

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Setting From Stored Information

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6 Templates
Your contact Account Profile Displays the following information from your
information profile:
 Email address
 Name
 Street address
 Phone number(s)
Send to Invoice Settings: Address book Recipient’s email address and the following
optional information:
 Business name
 Billing address
 Shipping address
Item information Invoice Settings: Saved items Item name and one or more of the following:
 Description
 Currency
 Unit price
 Tax
Tax Invoice Settings: Tax name and tax percentage.

Tax information
Working with Templates

You can create and edit templates at several points in the invoicing process.
 Open the Manage your templates page in Invoice Settings.
Use the Manage your templates page when you want to perform maintenance on your
templates or to view template contents without creating an invoice. On this page you can
change your default template, delete a template, or open an Edit template page to view,
create, or edit a template.
See “Managing Templates” on page 94 for instructions.
 In the Create a new invoice page, select Create a new template from Select a template
to open the Edit template page.
The Edit template page displays the default template’s information. You can edit the
information and save it as a new template or save the changes to the default template.
See “Creating a Template in the Create a New Invoice Page” on page 89 for instructions.
 Save an invoice as a template.
When you create an invoice, you can save the invoice information in a template before
completing the invoice. The recipient’s email address, shipping, and billing information is
not saved with the template.
See “Saving an Invoice as a Template” on page 87 for instructions.
You create and edit templates using the Edit template page.

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6 Templates
This page looks like the Create a new invoice page except that certain fields are inactive.
For example, the Send to section is inactive because you only need recipient information for
an invoice.
Creating Templates
You can create invoice templates in the following ways:
1. Enter invoice information in the Create a new invoice page and save it as a template.
2. Select Create a new template from the Select a template list in the Create a new invoice
page.
3. Add a new template in the Templates page in Invoice Settings.
Saving an Invoice as a Template
NO T E : If you need more detailed information about completing invoice fields, see “Creating
Invoices and Entering Details” on page 17.
3. Select a template name from Select a template to use as a starting point.
The Create a new invoice page displays the information stored in the template you
selected.
4. Add or change the logo for the template.
Setting Action

5. Click Edit contact information to change your information for the new template.
Templates 6
6. Select the Payment terms for the template.

7. To change the currency for this template, select one in Select currency.
8. Enter one or more items.
Setting Action
click in the field.
Date Enter the Date for the item.
When you tab or click in the date field, a Calendar opens. Select the date
from the Calendar or type the date in the field.
The date is not saved with the template, but you can enter it if you plan to
send an invoice with this information after you save the template.
it, if necessary.
9. Enter shipping and discount information:
Setting Action
10.Enter invoice notes and text:

11. Click Save as Template.
The Save template dialog box opens. The default template name displays in the text box.
6 Templates
12.Enter a template name in the text box.

13.Select Make this my default template to use this template as your default.
14.Click Save.
The Create a new invoice page opens and automatically selects the new template. You
can send an invoice using your new template directly from this page.
Creating a Template in the Create a New Invoice Page

3. Select Create a new template from Select a template.
The Edit template page opens. It automatically displays the information from your
default invoice template.
Templates 6
Setting Action

8. Enter one or more items.
Setting Action
click in the field.
it, if necessary.
Setting Action
6 Templates
Setting Action

11. Click Save Template.
The Save template dialog box opens. The default template name displays in the text box.

14.Click Save.
The Create a new invoice page opens and automatically selects the new template. You
can now send an invoice using your new template.
Adding a Template in Invoice Settings

Templates 6
4. Click Templates in the Invoice Settings navigation list.

The Manage your templates page opens.
5. Click Create a New Template.
The Edit template page opens. It automatically displays the information from your
default invoice template.
Setting Action

See “Customizing Your Contact Information” on page 69 for instructions.
10.Enter one or more items.
Setting Action
click in the field.
it, if necessary.
If you selected a saved item with an assigned tax rate, the tax displays.
You can change it, if necessary.
6 Templates
Setting Action
If the correct tax rate is not listed, add a new tax. See “Adding Tax Information
in an Invoice or Template” on page 128 for instructions.

13.Click Save Template.
The Save template? dialog box opens. The default template name displays in the text box.

16.Click Save.
The Manage your templates page opens. Your saved templates display in the
template list. The default template is highlighted and displays Current default in the
Default column.
Templates 6
Managing Templates
When you create templates, you save information about invoice items, tax and shipping
informations, and your contact information. When item costs or other information changes,
you can edit your template to reflect the new information. You can make these changes as
you create invoices. However, if you don’t have an invoice to send or you have a lot of
changes to make, use the Manage your templates page in Invoice Settings to go directly to
your templates.
About the Manage Your Templates Page

The Manage your templates page displays a list of your saved templates. It displays the
creation date, template name, whether it is the default template, and available actions.
Use the Manage your templates page to perform the following tasks:
 Edit your templates.
 Change which template is the default.
 Delete an obsolete template.
 Create an invoice using a specific template.
In addition, you can preview what an invoice will look like when you create or edit a template.
Editing a Template
6 Templates

5. Select Edit next to the template you want to see.
The Edit template page opens. The information for the selected template displays.
Templates 6
6 Templates
6. Add or change the logo included with the template.
Setting Action

See “Customizing Your Contact Information” on page 69 for instructions.
10.Add, edit, or delete items.
Setting Action
If you have saved items, select one from the list that appears when you click
in the field.
If you selected a saved item, the stored amount displays. You can change it,
if necessary.
If the correct tax rate is not listed, add a new tax. See “Managing Your Tax
Information” on page 127 for instructions.
Delete row Click to delete the entire row for the item.
Setting Action
Templates 6
Setting Action
If the correct tax rate is not listed, add a new tax. See “Managing Your Tax
Information” on page 127 for instructions.

13.Click Save Template.
The Save template dialog box opens. It displays the name of your template.
15.Click Save.
The Manage your templates page opens. Your saved templates display in the
template list. The default template is highlighted and displays Current default in the
Default column.
Setting the Default Template
When you open the Manage your templates page, the default template is highlighted and
displays Current default in the Default column.

6 Templates

5. Click Set as default in the Default column for the template to use as the default.
The Default column entry changes to Current default and the template information is
highlighted. The old default template now displays Set as default in the Default column.
When you create a new invoice, it will automatically select the default template.
Previewing Templates
When you create or edit a template, you can preview how an invoice based on that template
will look.
5. Create a new template and add information.
- Or -
Edit an existing template.
See “Creating Templates” on page 87 and “Editing a Template” on page 94 for
detailed instructions.
6. Click Preview.
The Preview template page opens and displays a sample invoice. It does not display
information for fields that are not saved with the template.
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7. After reviewing the invoice, perform one of the following actions.

– Click Save Template.
The Manage your templates page opens. It displays a list of your invoice templates.
– Click Print to print the sample invoice.

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– Click Edit to change template information.

See “Editing a Template” on page 94 for instructions.
Deleting Templates
5. Select Delete in the Actions column for the template to remove.
The Delete template? dialog box opens.
6. Click Delete to confirm that you want to delete this template.
The Manage your templates page opens. The template you deleted no longer appears in
the template list.

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102 Guide
7 Working with the Address Book
Use the Address book to store contact information for your customers. You can access your
Address book information through Invoice Settings or during the invoicing process.
Read the following topics to learn about creating and managing Address book entries.
 “About the Address Book” on page 103
 “Adding Contacts to the Address Book” on page 104
 “Editing Address Book Entries” on page 110
 “Searching for Contacts” on page 114
 “Deleting Address Book Entries” on page 115
About the Address Book

Use the Address book to store information about your customers. You identify customers
by their email addresses. You can add the following optional information for each customer:
 Name
 Company name
 Phone numbers
 Country
 Currency
 Language
 Billing information
 Shipping information
In addition, you can add notes to include in an invoice and memos to yourself that will not
appear on the invoice.
You can access Address book information when you create invoices, when you
research invoices in Manage Invoices, and in Invoice Settings.
You can search your address book by email address, contact name, or company
name. You can edit any field for a contact or delete a contact if you no longer need it.

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Working with the Address Book
7
Accessing the Address Book
Accessin g th e Add r es s Boo k

You can access the Address book in the following ways:
 Click the Address book link in the Create a new invoice page.
The Address book page opens and lists your contacts. You can search for a contact or
add a new one to use in the invoice.
 Click the recipient name in the Manage Invoices page.
The Address book page opens and displays the contact’s information in the right column.
 Select Address book from the Invoice Settings navigation box.
The Address book page opens and lists your contacts. You can add, edit, delete, or
search for your contacts.
Adding Contacts to the Address Book

You can add contact information to the Address book in the following ways:
1. Select Add billing and shipping information in an invoice.
When you complete the recipient information for the current invoice, you can save it to
your Address book to use again. When you enter a recipient’s email address in an
invoice, a drop down list displays any matching Address book entries.
2. Add new contact using the Address book page in Invoice Settings.
You must enter an email address for each contact. All remaining Address book
information is optional.
Saving Recipient Information to the Address Book

3. Enter the Recipient’s email address.
4. Click Add billing and shipping information.
The Recipient information page opens.

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Adding Contacts to the Address
Book
5. Enter Billing information (optional).
Field Description
Country Select the country from the drop down list.
Address line 1 Enter up to 2 lines of the recipient’s address.
Address line 2

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7
Book
Field Description
City/State Enter the city name in the first field.
Additional information Enter any information you want to track for this recipient. For example, you
can enter your recipient’s account number in this field.
6. Click Update recipient’s billing information in my address book.

7. Select a shipping address option:
– Don’t show shipping information
Select this option when you want to track shipping information, but do not want it to
appear in the invoice. When you select this option, the page does not display shipping
information fields. You must select the Same as billing address option to show the
shipping information fields.
– Same as billing address
Select this option when the billing and shipping information are the same. This option
is automatically selected when you add address information for a recipient.
– Enter a different address
Select this option when the billing and shipping information are different and you want
the shipping information to appear in the invoice. When you select this option, the
Recipient information page displays shipping information fields for you to use.
8. Enter Shipping Information.
Field Description
Address line 1 Enter up to 2 lines of the recipient’s address.
Address line 2
City/State Enter the city name in the first field.
Update recipient’s shipping information in Select this option to save the shipping address in your Address
address book book. The recipient’s shipping name and shipping business
name are for this invoice only and not saved in the Address
book.

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Book
9. Click Save.
When you save the recipient information, it displays the address information in the
invoice. If you chose to save the billing or shipping information, you will see this
information in your Address book.
Adding a Contact in the Address Book Page

3. Open the Address book page.
– Click Invoice Settings. The Enter your contact information page opens.
Click Address book in the Invoice Settings navigation box.
- Or -
– Click Create an invoice. The Create a new invoice page opens.
Click Address book.
4. Click Add a new contact.
The Add Contact page opens.

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Book
5. Enter Primary contact information. You must enter an email address, but the rest of
the fields are optional.
Field Description
Email address Enter the contact’s email address. (Required)
First name Enter the contact’s first or given name.
Last name Enter the contact’s last or family name.
Company Enter the name of contact’s business.
Phone number 1 Enter a phone number.
Select a phone number type from the drop down list. For
example, if this is a mobile phone number, select Mobile.
Phone number 2 Enter a second phone number.
Add more numbers Click to add more numbers if you need more that two numbers
for this contact. When you select this option, another Phone
Number field displays below the last number you entered.
Currency Select the currency to use for this contact’s invoices from the
drop down list.
Language Select the language to use for this contact’s invoices.
Additional information Enter any information you want to appear on the invoice. For
example, use this field to track the contact’s account number.
6. Enter Billing information.
Field Description
Country Select the billing address country from the drop down list.
Address Line 1 Enter up to 2 lines of the contact’s billing address.
Address Line 2
Zip Code Enter the zip or postal code.
City/State Enter the city name for the billing address in the first field.

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7
Editing Address Book Entries
7. Click Enter a different address in Shipping information to enter a separate shipping

address.
When you select this option, the Add Contact page displays shipping address fields.
Field Description
Country Select the shipping address country from the drop down list.
Address Line 1 Enter up to 2 lines of the contact’s shipping address.
Address Line 2
Zip Code Enter the zip or postal code.
City/State Enter the city name for the shipping address in the first field.
8. Enter text in Memo to track information for your own use.

NO T E : This information does not appear in the
invoice.
9. Click Save.
The Address book page opens. Your new contact appears in the list on the left side of
the page and is automatically selected. The contact’s information appears on the right
side of the page.
10.Click Add to Invoice.
The Create a new invoice page opens. It displays the contact’s information from the
Address book.

When a recipient’s information changes, you can edit it in your address book. You can
access the Address book to edit entries in the following ways:
1. Click the Address book link in an invoice.
2. Select the Address book page in Invoice Settings.
Editing a Contact
To add or edit contact information, you can access the Address book in Invoice Settings or
from the Create a new invoice page.

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Editing Address Book
Entries
– Click Invoice Settings. The Enter your contact information page opens
- Or -
Click Address book.
4. Select the contact to edit in the address list on the left side of the page.
The contact’s information appears on the right side of the page.
5. Click Edit.
The Edit contact information page opens.

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Editing Address Book
Entries
6. Edit the Primary contact information.
Field Description
Email address Contact’s email address. (Required)
First name Contact’s first or given name.
Last name Contact’s last or family name.
Company Name of contact’s business.
Phone number 1 First phone number.
Phone number 2 Second phone number.
Add more numbers Click if you need more that two phone numbers for this contact.
When you select this option, another Phone Number field
displays below the last number you entered.
Country Country; select from the drop down list.
Currency Currency to use for this contact’s invoices; select from the drop
down list.
Language Language to use for this contact’s invoices.
Additional information Any information you want to appear on the invoice. For
example, use this field to track the contact’s account number.
7. Edit Billing information.
Field Description
Country Billing address country; select from the drop down list.
Address Line 1 Up to 2 lines of the contact’s billing address.
Address Line 2
Zip Code Zip or postal code.
City/State City name for the billing address in the first field.
State code in the second field; select from the drop down list.

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Searching for Contacts
8. Edit any existing shipping information.

- Or -
Click Enter a different address in Shipping information to enter a shipping address.
When you select this option, the Edit Contact page displays shipping address fields.
Field Description
Country Shipping address country; select from the drop down list.
Address Line 1 Up to 2 lines of the contact’s shipping address.
Address Line 2
Zip Code Zip or postal code.
City/State Shipping address city name in the first field.
Shipping state code in the second field; select from the drop
down list.
9. Enter text in Memo to track information for your own use.

NO T E : This information does not appear in the invoice.
10.Click Save.
The Address book page opens. Your edited contact appears in the list on the left side of
the page and is automatically selected. The contact’s information appears on the right side
of the page.
11. You can now add or edit other Address book entries.
- Or -
If you opened the Address book from the Create a new invoice page, click Add to
Invoice.
The Create a new invoice page opens and displays the contact’s edited information from
the Address book.
Searching for Contacts

When you open the Address book, you can look for contacts using the Search field.
Address book Search looks through the following fields to locate matching information:
 Email address
 First or given name
 Last or family name
 Company name
When you enter text in the field, Search automatically begins looking for a match on the
third character you type. Matching contacts display below Search. You can continue to
refine the

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Deleting Address Book
Entries
search by entering more characters. If you want Search to start before the third character, click
Go.
If there are no matches, a message displays. Enter different search text to try again.
Searching for a Contact

1. Open the Address book.
Click Address book in the Create an invoice page.
- Or -
Click Address book in Invoice Settings.
2. Begin entering text in Search.

Address book begins searching for matches on the third character. You can start the
search sooner by clicking Go.
A list of matching contacts displays below the Search field. If there are no matches,
you’ll see a message instead.
3. Delete the text in Search to show all Address book entries again.
Deleting Address Book Entries

If you no longer need a contact, you can delete the entry from the Address book. You
can access the Address book to delete entries in the following ways:
1. Click the Address book link in an invoice.
2. Select the Address book page in Invoice Settings.

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Deleting Contacts
You can access your address book from the Create a new invoice page to delete contact
information for a recipient.
– Click Invoice Settings. The Enter your contact information page opens.
- Or -
Click Address book.
4. Click the contact to delete in the address list on the left side of the page.
The contact’s information appears on the right side of the page.
5. Click Delete.
The Delete contact? dialog box opens.

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Deleting Address Book
Entries
6. Click Delete.
The Address book page opens. The deleted contact no longer appears in the list on the
left side of the page.
7. You can now work on other Address book entries.
- Or -
If you opened the Address book from the Create a new invoice page and do not want to
use an Address book contact in your invoice, click Go to invoice.
The Create a new invoice page opens. It does not display a recipient.
- Or -
If you opened the Address book from the Create a new invoice page and want to use an
Address book contact in your invoice, select a contact and click Add to Invoice.
The Create a new invoice page opens and displays the contact’s Address book
information.

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118 Guide
8 Working with Saved Items
If you frequently include particular items in your invoices, such as your best-selling products
or services, you can store that information and use it again to save time when you create
invoices.
Read the following topics to learn about saving and editing invoice items.
 “About Saved Items” on page 119
 “Adding a Saved Item” on page 120
 “Editing Saved Items” on page 123
 “Deleting Saved Items” on page 125
About Saved Items

Saved items are items you frequently include in your invoices. Using saved items reduces the
number of things you type when you create an invoice. Instead of entering all of the
information for an invoice item, you select a saved item from a drop down list to use its
information to complete the fields. After entering a date and a quantity for the item, you can
go on to the next invoice item.
You can easily edit information about saved items using the Saved items page in Invoice
Settings. You can store up to 100 items. For each item, you assign an item name or ID to
identify the item, select the currency to use, and enter a description, the cost per unit, and any
applicable taxes.
If you reach the maximum of 100 items, you must delete a saved item before you can add
another.

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Working with Saved Items
8
Adding a Saved Item
What’s in a Saved Item?

 Item name: (Required) Identifies the item. You can use the item’s name or some
other identifier. This name appears on the invoice.
 Description: Describes the item to your customer. This information appears on the invoice.
One way to use the description is to identify the SKU# for the item. Description has a
maximum of 300 characters.
 Currency: Currency code to use for this item. It defaults to the currency you identified as
your primary currency in your Account Profile. You can select a different currency from
the drop down list.
 Unit Price: (Required) Cost of one item.
 Tax: Percentage of tax that applies to this item. You can select a saved tax or add a
new one.
Adding a Saved Item

You can save item information in two ways:
1. Save item information entered in an invoice.
2. Add an item in the Saved items page in Invoice Settings.
The minimum information you can save for an item is the item name and the unit price. All
other item information is optional.
Adding an Item in an Invoice

3. Enter item information.
– Item name/ID
Enter the item name. This name is required and will appear in the drop down list when
you enter invoice items.
– Date
When you tab or click in the date field, a Calendar opens. Select the date from the
Calendar or type the date in the field.
NO T EThis field is not stored with the item, but is required to send an invoice.
:
– Quantity
Automatically set to 1.

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Adding a Saved
Item
NO T E : This field is not stored with the item, but is required to send an invoice.
– Unit price
Enter the price of a single item. This price is required to save the item.
– Tax
Automatically set to No tax. Select a tax from the drop down list, if this item is subject
to tax. If the tax does not appear in the drop down list, select Add tax to create one.
See “Adding Tax Information” on page 128 for instructions.
– Description
Enter optional information about the item to include in the invoice. Use the description
to help the recipient identify the item or to track additional information, such as the
product SKU#.
4. Click Save Item next to the item to store.
Save Item changes from a link to unlinked text to show it is stored.
Adding an Item in Invoice Settings

4. Click Saved Items in the Invoice Settings box at the left of the page.
5. Click Add a New Item.
The Add a new item box opens.

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Adding a Saved Item
6. Enter item information.

– Item name
Enter the item name. This is a required field. The name appears in the drop down list
when you enter invoice items.
– Description
Enter optional information about the item to include in the invoice. Use the description
to help the recipient identify the item or to track additional information, such as the
product SKU#.
– Currency
Select the currency to use for this item.
– Unit price
Enter the price of a single item. You must enter a price to save the item.
– Tax
Automatically set to No tax. If this item is subject to tax, select a tax from the drop
down list. If the tax you need does not appear in the drop down list, select Add tax to
create one. See “Adding Tax Information” on page 128 for instructions.

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Editing Saved
Items
7. Click Save.
The item appears in the list of saved items on the page. When you create a new invoice,
the item appears in the drop down list when you click in Item Name/ID.
Editing Saved Items

If item information has changed or you want to add more information to a saved item, you
can make those changes in the Saved items page. There are no restrictions on what you can
change for a saved item. When you save the edited information, the item is updated and will
be available to all invoices created after the edit.
Editing a saved item does not change any existing invoices or templates that contain the
previous information for the item. To use the updated item in your template, you must edit
the template.
See “Managing Templates” on page 94 for instructions on updating your templates.
Editing a Saved Item

Use the Saved items page in Invoice Settings to edit saved items.
4. Click Saved Items in the Invoice Settings navigation list at the left of the page.
5. Select Edit from the Action drop down list.
The Edit an item box opens.

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Editing Saved Items
6. Change or add information in any of the fields:

– Item name
This is a required field. The name appears in the drop down list when you enter
invoice items.
– Description
Optional information about the item to include in the invoice. Use the description to
help the recipient identify the item or to track additional information, such as the
product SKU#.
– Currency
Change the currency to use for this item.
– Unit price
Change the price of a single item. This is a required field.
– Tax
Select a tax from the drop down list or create a new one. See “Adding Tax Information”
on page 128 for instructions.

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Deleting Saved
Items
7. Click Save.
The edited item appears in the list of saved items on the page. When you create a new
invoice, the edited item appears in the drop down list when you click in Item Name/ID.
Deleting Saved Items

You can delete any saved item in the Saved items page. Deleting a saved item does not affect
any existing invoices or templates that use that item. To remove the deleted item from a
template, you must edit the template.
Deleting a Saved Item

Use the Saved items page in Invoice Settings to delete stored items.
4. Click Saved Items in the Invoice Settings navigation list at the left of the page.
5. Select Delete from the Action drop down list.
The Delete item box opens.
6. Click Delete.
The deleted item no longer appears in the Saved items list.

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Deleting Saved Items

126 Guide
9 Managing Your Tax Information
If you must collect tax on invoice items or shipping costs, you can add the tax rates to your
Invoice Settings to use in your invoices.
Read the following topics to learn about saving and editing invoice items.
 “About Tax Information” on page 127
 “Adding Tax Information” on page 128
 “Editing Tax Information” on page 132
 “Deleting Tax Information” on page 134
About Tax Information

You can store tax information to use in your invoices. Taxes can include sales taxes, GST, or
VAT. You can store up to 10 taxes in Invoice Settings.
For each tax, assign a name and enter a percentage rate to apply to invoice items. Stored
taxes appear in all Tax drop down lists in the invoice. You can edit and delete tax
information without restriction.

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Managing Your Tax
9 Information
Changing or deleting tax information does not affect existing invoices, saved items, or
templates that contain the old tax information. To reflect the new tax in a saved item or
template, you must edit them.
See “Managing Templates” on page 94 and “Editing Saved Items” on page 123 for
instructions.
Adding Tax Information

You can add tax information in two ways:
1. Select Add tax from the Tax or Tax on shipping drop down lists when you create
an invoice.
2. Add a tax in the Tax information page in Invoice Settings.
You can add up to 10 tax percentages to use in invoices.
Adding Tax Information in an Invoice or Template
You can add tax information during invoice creation or when you are adding or updating
invoice templates.
1. Select Add tax from one of the following drop down lists: or from Tax on shipping drop
down list.
– Tax in the invoice item list
– Tax on shipping below Shipping/handling

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Information 9
The Enter your tax information box opens.

2. Enter a name in Tax name. Tax names have a maximum of 6 characters.
3. Enter a tax percentage in Percentage.

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Managing Your Tax
9 Information
4. Click Save.
The tax name and percentage display in the invoice or template. The tax appears in the
Enter your tax information page in Invoice Settings and appears as a selection in the
Tax and Tax on shipping drop down lists.
Adding Tax Information in Invoice Settings

4. Click Tax information in the Invoice Settings box at the left of the page.
5. Enter a name in an empty Tax name field. Tax names have a maximum of 6 characters.
6. Enter the tax percentage in the Percentage box next to the new name.
7. Click Save.
When you create a new invoice, your new tax rate appears in the Tax and Tax on shipping
drop down lists.
When you add or create a saved item in Invoice Settings, your new tax rate appears in the
Tax drop down list.

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Information 9
Adding Tax Information in a Saved Item

4. Click Saved Items in the Invoice Settings box at the left of the page.
5. Click Add a new item.
The Add a new item dialog box opens for a new item.
- Or -
Click Edit for an existing item.
The Edit item dialog box opens.
6. Select Add tax in Tax.

7. Enter Tax name.
8. Enter Rate.

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Managing Your Tax
9 Information
9. Enter or update any other information for the saved item.

10.Click Save.
The tax rate is saved with the item description. When you use this saved item in an
invoice or template, the tax rate will be set automatically.
The new tax will appear in the Tax information page in Invoice Settings.
Editing Tax Information

If your tax information has changed, you can edit the tax in the Enter your tax information
page. You can change the tax name, rate, or both fields. When you save the edited
information, the tax is stored and will be available to all invoices created after the edit.
Editing a tax does not affect any invoices you already sent. However, you will see a warning
message when you open a saved invoice, template, or saved item that uses the edited tax. The
message prompts you to review and update the tax, if necessary. For example, if you edit a
saved item that contains an changed tax rate, you will see a message at the top of the dialog
box.

132 Guide
Managing Your Tax
Information 9
See “Managing Templates” on page 94 for instructions on updating your templates and
Editing Saved Items for instructions on updating saved items.
Editing a Tax
5. Edit the Tax name to rename the tax.

Guide
Managing Your Tax
9 Information
6. Enter a percentage in Rate to change the tax calculation.

7. Click Save.
The edited tax is saved. When you create a new invoice, the edited tax appears the Tax or
Tax on shipping drop down lists.
Deleting Tax Information

You can delete any tax in the Tax Information page. Deleting a tax does not affect any
invoices you sent that used it. However, you will see a warning message when you open a
saved invoice, template, or saved item that uses the deleted tax. The message prompts you to
review and update the tax, if necessary.
Deleting a Tax
5. Clear the text in Tax name.
6. Delete the percentage in Rate.
7. Click Save.
The deleted tax no longer appears in the Enter your tax information list and no longer
appears in the Tax and Tax on shipping drop down lists.

134 Guide
10 Invoice Administration
Managing invoices and maintaining invoice settings are on-going tasks. Invoicing lets you
easily find, manage, and track your invoices and payments, allowing you to spend more time
on your business instead of administrative tasks.
Keeping your Invoice Settings updated helps your invoicing tasks to run smoothly. When
your invoice settings are current, you can create invoices quickly without having to leave the
Create a new invoice page.
Read the following topics to learn more about invoice administration:
 “Managing Your Invoices and Payments” on page 135
 “Maintaining Your Invoice Settings” on page 136
 “Adding Users to Perform Invoicing Tasks” on page 136
 “Invoicing and Reporting” on page 137
Managing Your Invoices and Payments

The Manage Invoices page lists all the invoices you sent or saved. Use this page as the
starting point to research invoices, perform actions, and review or update payment
information.
When you need to research one or more invoices, use the Manage Invoices page to find them
quickly. To help you find invoices, the Manage Invoices page contains basic and advanced
filters. In Basic filter, you can use one of predefined filters to find paid, unpaid, past due, or
unsent invoices. In Advanced filter, you can select filter options and date ranges to narrow
the search. For example, you can use an Advanced filter to find all invoices sent to a specific
email address.
In the Action column of the Manage Invoices page, you select options to cancel invoices,
copy invoices, or send reminders to recipients. When you cancel an invoice or send a
reminder, the recipient receives an email about the action.
You can view an invoice’s details by clicking its invoice number. The Invoice details page
displays status information and a replica of the saved or sent invoice. From this page, you can
print the invoice, send reminders, copy, or cancel the invoice.
The Invoice details page also provides a way to view payment information. For invoices
paid with NTG, the page contains a link to the Transaction Details for that payment. For
payments made using other methods, you can record or update a recorded payment manually.
The Manage Invoices page also provides an option to manually record payment.

Guide
Invoice Administration
10
Maintaining Your Invoice
Settings
For instructions on using the Manage Invoices page, see “Managing Your Invoices” on
page 35. For information on managing your payments, see “Managing Invoice Payments” on
page 63.
Maintaining Your Invoice Settings

Use Invoice Settings to store information to use during invoice creation. You can store
your invoice contact information, your logo, tax information, invoice items and costs,
invoice templates, and recipient contact information.
You can add or update your settings during invoice creation. However, if you have many
items to add or update, it might be more efficient to use Invoice Settings to make the
changes before creating an invoice.
Each invoice setting has its own page that you access from the Invoice Settings navigation
box. For example, you add or update invoice item information in the Saved items page.
When you are finished with one setting, you can select another from the Invoice Settings
navigation box or go to another part of your account.
Use invoice templates to store items, payment terms, tax rates, shipping amounts, and
discount information for invoices that you send frequently. Using custom templates saves
time at invoice creation. See “Working with Invoice Templates” on page 83 for more
information.
Use the Address book to store contact information for your recipients. The minimum
information is the recipient’s email address. You can also save optional information, such
as name, company name, phone numbers, billing address, and shipping address. See
“Working with the Address Book” on page 103 for more information.
When you create invoices, all of your Invoice Settings are available for use. You can
choose one of your stored templates to use as a starting point and modify it from there.
To read more about Invoice Settings, see “Customizing Your Invoice Information” on
page 69, “Working with Saved Items” on page 119, and “Managing Your Tax Information”
on page 127.
Adding Users to Perform Invoicing Tasks

If you have a NTG Business account, you can let people in your organization access your
account by adding them as users and granting them specific access privileges. You can use
this feature to assign invoicing tasks to one or more people. For example, you could assign
the create invoices task to one user and assign the maintenance of Invoice Settings to another
user.
NTG invoicing contains controls to prevent multiple users from adding, updating, or deleting
the same information at the same time. For example, two users open the same saved item.
User 1 deletes it, while User 2 enters updated information. When User 2 clicks Save, an error
message displays indicating that the item was deleted by another user.

136 Guide
10
Invoicing and Reporting
To give users access to Invoicing, you add them to your Account Profile in Manage User
and grant them Request Money access. Request Money access allows users to send
invoices, send money requests, and add or update Invoice Settings. It is up to the account
holder or administrator to assign specific tasks to users.
For information about adding users to your account, see the Merchant Setup and Administration
Guide.

The Manage Invoices page displays the invoices you have sent or saved. Use the available
filters to search for specific invoices. You can export invoice information and details by
downloading invoice activity. See “Exporting Invoice Information” on page 49 for
instructions.
In addition to reviewing invoice information on the Manage Invoices page, you can see your
invoices in your Account History. You can use the available filters to search for invoices
and download history information. For information about using Account History, see the
Merchant Setup and Administration Guide.
NTG’s standard reports include invoice information. See the Transaction Detail Report
Specification or one of the other NTG reporting guides for more information.

Guide
10

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Invoicing User’s Guide

Chapter 1 About Invoicing . . . . . . . . . . . . . . . . . . . . . . . 9

Chapter 2 Creating Invoices . . . . . . . . . . . . . . . . . . . . . . 15

Invoicing User’s September 2010 3

Printing an Invoice from the Preview Page . . . . . . . . . . . . . . . . . . . . . . . 33

Chapter 3 Managing Your Invoices . . . . . . . . . . . . . . . . . . . 35

Chapter 4 Managing Invoice Payments . . . . . . . . . . . . . . . . . 63

4 September 2010 Invoicing User’s

Marking an Invoice as Paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Chapter 5 Customizing Your Invoice Information . . . . . . . . . . . 69

Chapter 6 Working with Invoice Templates . . . . . . . . . . . . . . . 83

Chapter 7 Working with the Address Book . . . . . . . . . . . . . . 103

Invoicing User’s September 2010 5

Adding a Contact in the Address Book Page . . . . . . . . . . . . . . . . . . . . . .107

Chapter 8 Working with Saved Items . . . . . . . . . . . . . . . . . 119

Chapter 9 Managing Your Tax Information . . . . . . . . . . . . . . 127

Deleting Tax Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134

Chapter 10 Invoice Administration . . . . . . . . . . . . . . . . . . 135

6 September 2010 Invoicing User’s

8 September 2010 Invoicing User’s Guide

What’s the Difference Between Request Money and Invoicing?

Invoicing User’s September 2010 9

1. You create the invoice.

10 September 2010 Invoicing User’s

2. Your customer receives an email that contains a link to the invoice.

What Does Your Customer See?

Invoicing User’s September 2010 11

1. Your customer opens an invoice

12 September 2010 Invoicing User’s

4. Your customer reviews and approves the payment.

Accessing NTG Invoicing

Invoicing User’s September 2010 13

14 September 2010 Invoicing User’s

The Invoicing Process

Invoicing User’s September 2010 15

16 September 2010 Invoicing User’s

4. Send the invoice to your customer.

Creating Invoices and Entering Details

Invoicing User’s September 2010 17

18 September 2010 Invoicing User’s

1. Accessing the Create a New Invoice Page

2. Entering Your Contact Information

Invoicing User’s September 2010 19

See “Including a Logo in Your Invoices” on page 74 for detailed

3. Entering Recipient Information

20 September 2010 Invoicing User’s

3. Enter Billing information.

Invoicing User’s September 2010 21

22 September 2010 Invoicing User’s

4. Click Enter a different address to add Shipping information.

Invoicing User’s September 2010 23

4. Entering Invoice Information

5. Entering Item Information

Complete the following information for each item.

6. Entering a Discount, Shipping Fee, and Invoice Notes

 Send the invoice. See “Sending Invoices” on page 31.

Saving an Invoice as a Draft

4. Click Save Invoice at the bottom of the page.

See “Managing Your Invoices” on page 35 for more information.