0

Create a custom invoice in Bottle

  • updated 3 mths ago

Whether you need to handle a specific catering order or handle a charge for an addition to a separate order, Bottle invoices are the best way to get an individualized order to your customer. 

https://www.loom.com/share/fa75b297b71f4759a0d877399faac3d4?sid=df7c7dde-cff4-44bc-838d-1aa4dc39f538

Creating a custom invoice in Bottle

  1. Click on the orders tab in your dashboard in the left-most menu under "dashboard"

  2. Click the +Order button under the calendar on the right side of the page
  3. Search for the name of the customer you want to charge
  4. Add products to the cart of the invoice
    1. These can be products in your library or totally custom
  5. Share the cart link with a customer by clicking "copy link" or push the "charge card on file" to pay.

    How to Charge Tax on an Invoice 

https://www.loom.com/share/eaac7347fd5d4f6cb7f5dfcadb8c4635?sid=9d41338b-9060-4885-9f19-e463561fbd75

To charge tax on your invoice, the order requires that you select a fulfillment. This will make the "Charge tax on invoice" dropdown be selectable so you can select "Yes." 

See our help article about how to change an order's fulfillment if you need additional guidance here! 

Reply Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular