Invoices
Create an Invoice

Click on the “Invoices & Reports” button on the dashboard.



 

Click on the green “Create a new invoice” button on the top right of the page.




Type in the payer’s information. Then, choose a plan below, or add a one-time billing item.

Choose the date information, and make sure to check or uncheck “send email invoice” depending on your preference.



 


Choose “Create Invoice” to finish, or choose “Charge now” to charge payers for whom you already have payment information stored.




 

Edit an Invoice
On the “Invoices” tab in the center of the page, you will find a listing of invoices.



Use the filters on the left to search for the invoice you’re editing.


 

Click on the name of the invoice to load the invoice screen.


 

From here, choose “Edit Invoice” to edit the invoice. Choose “Refund Invoice” to offer refunds, “Delete Invoice” to delete it from the system, “Send a Reminder” to send the payer an email, and “Print Invoice” to get a print version. You can also manually mark the invoice as paid here.

 

On the same invoice screen, check the “Notifications” and the “Transactions” tabs at the to to see what emails were sent to the payer, and what transactions took place, respectively.



Export Invoice Data

On the main Invoices screen, you can also export all your data (or filtered data) to Google Spreadsheets by clicking on the “Export to Google Spreadsheets” button. From Google Spreadsheets, you can download the file as an Excel file, or simply edit inside Google Spreadsheets.



 

Note: Your email address must be an administrator on the LocalOn account to access the Google Spreadsheet. If you can’t gain access, try adding your gmail address as an administrator to your LocalOn account. Do this by going to Your Account > Admin Settings on the top right of the page.