Invoices and Receipts

Order Invoices serve two purposes in Infusionsoft: they are used to request payment for unpaid orders and are sent as a receipt for paid orders.

There are two options for Invoices and Receipts

Table of Contents:

Order Invoices are emailed when:

• The "Email the invoice to the customer upon successful payment" is checked at the bottom of a Order Record.
  
  
  
  
• The "Email receipts/invoices upon successful payment?" through E-Commerce > Settings > Orders is checked.
  
  
  
  
  
• You can also manually send an invoice when a customer requests it or if you are not automatically sending invoices upon successful payments.
  
  

Order Receipt are emailed automatically when:

Order Receipts are sent only when a purchase is made through a Shopping Cart or Order Form.  However, payments made through the Invoice is considered a Order Form and will trigger the Receipt.  Click HERE to find out more about receipts sent when Payments by invoice is enabled.

• The Receipts is checked through E-Commerce > E-Commerce Setup > Payment Options > Receipts.
  
  

  

  

  

  
  
• The "Email receipts/invoices upon successful payment?" through E-Commerce > Settings > Orders is checked.