Pro Feature: Customer Invoices

Modified on Tue, 14 May 2024 at 01:18 PM

Customer Invoices in Payments AI

To utilize invoices in Payments AI, you will need to have Pro Features enabled. From the Transactions tab, click on the transaction you want to access the invoice for then scroll down. If you do not yet have Pro Features enabled you will see this:

To enable Pro Features, click the "learn more" button then scroll down in the pop-up window and click "Activate"


Once Pro Features are enabled, you will find invoice information which will look like this:


From the "more" button, you can download the invoice, email the receipt or view the receipt details which will open in a side panel showing all the details. 


If the invoice payment was not collected or declined, the invoice will have a "pay online" button on it so that your customers can easily make thier payment right from the invoice.


In addition, if the invoice is not paid yet, there is a edit feature where you can update the customer's address or phone number and an additonal content are where you add any text you want, for example, you can add a VAT number or special note to the invoice.



If you have any additional questions, please contact our Support Team by clicking the support widget in the bottom right corner of this page or email us at support@payments.ai.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Payments AI

Terms of Service

All Rights Reserved ©️ 2023.
225 Reformation Parkway, Suite 204, Canton, GA 30114.