How to Use Electronic Invoicing Through the Easy Pay Direct Gateway

Electronic Invoicing in the Easy Pay Direct Gateway lets you email invoices to customers so they can pay from a link in the email. Invoices also include a PDF attachment.

Step-by-Step: Send an Invoice

1. Log in as the ADMIN user You must be logged into the Gateway as ADMIN to set up and use invoicing.
2. Open Invoices From the main menu, click Invoice.
3. Enable the invoicing service (first time only) If invoicing is not enabled yet, you will be prompted to agree to the service. Click Sign-up to proceed.
4. Customize the invoice form (optional)

• Click the wrench icon to enter form configuration.
• To remove fields you never use, click the red X next to each field you want hidden.
• Click the disk/save icon to save your layout changes.

1. Fill out the invoice details

• Required fields are marked with a *red asterisk (\)**.
• Even though only a few fields are required, it is best to fill in more details so the customer understands what the invoice is for.

1. Create the invoice Scroll to the bottom and click Create Invoice.
2. Confirm it was sent You should see an “Invoice was created successfully” confirmation.

The customer will receive an email with:

• A payment link
• A PDF invoice attachment

Video walkthrough

Watch the video for a full on-screen walkthrough of enabling invoicing, customizing fields, and creating an invoice:

Click for sound

4:03