10003 – How to Manage your Sales Invoice

For Stripe and Paypal users, your invoices will now automatically be sent to your customers directly from your KLEQ site. Invoice details can easily be updated and on request, can even be resent to your customers from the Admin dashboard.

To Access the Invoice of a Transaction

  • Go to Sales then select Transactions.
  • In the Transactions dashboard, locate the relevant transaction you want.
    Click the Invoice button in the right part of the transaction.
    The Invoice popup window will appear.
  • The Invoice popup will show you the details of the purchase.
    You can click the Re-send button if your members requested a copy of their invoice.
  • You may also click on the Download button which will allow you to download the invoice in PDF format.

 

Find Promo Code used on Sales Invoice

The Sales invoice will display the promo code that was used when purchasing on the order page. It will display as “Promo Code: XXXXX”, XXXXX is promo code used.

You can check this on Sales in the Admin area.

The promo code will also show up on the invoice email sent to customers

 

To Add Details to your Invoice

You can add details to your invoice such as your company name, company address, etc., that will display in the lower right part of your invoice.

  • Go to Settings then select Global Settings.
  • In the Global Settings page, click Invoice Details.
  • Add the company details you want to display in your Invoice.
  • Click SAVE CHANGES once you’re done.

 

Enable Email Invoice on Purchase

This option will allow you to enable/disable sending the invoice to your customer’s email address upon purchase complete.
NB! By default, Email Invoice on Purchase is ON.

  • Go to Settings then select Global Settings.
  • In the Global Settings page, click Invoice Details.
    On the Email Invoice on Purchase, turn the Toggle ON/OFF to enable/disable it.
    Click on SAVE CHANGES once you’re done.

 

Related Article

Working with your Transactions page