1. Overview
With arketa you can now streamline your business even further with invoicing with 135+ currencies and over 20 types of payment including credit, debit and ACH payments.
Invoicing is great for everyone from corporate clients, schools/education, private parties and collecting quick payment for private sessions.
2. Create an invoice
You can create an invoice quickly by doing the following
Tap on Dashboard --> Invoices
"Create New"
Find a customer by name/email or tap "Add new customer" to add a new client on the fly
Select any pricing option such as a package, community or tap Add one-time item to create a single, one-time item.
Edit pricing or tap trash can to erase the item. If adding a one-time item, edit the pricing and quantity.
Add a Memo to add more information to the customer on what they are purchasing. (Optional).
Select the delivery option for the customer
Automatically charge a payment method on file will charge the customer with their default payment method, method of your choice or a new card
Email invoice with link - will email the customer a payment page and PDF of the invoice. You can always add multiple emails here.
Due date - choose what day you'd like the client to pay by. Clients can still pay for an invoice after the due date.
Tap "Create Invoice" to send the invoice to a customer
3. Edit an invoice
Tap Edit invoice to edit anything about the invoice.
** Please note the customer's primary email is unable to be edited.
4. Cancel invoice
Tap into any invoice and click "Cancel invoice" to cancel the invoice. This is the same as "deleting an invoice" but we keep the invoice should you need it for past reference.
5. Mark invoice as paid
Tap into the invoice and click "Mark as paid". This is great for invoices paid in cash/check and will be attributed towards your business' total revenue.
6. Send client link to invoice or download as PDF
Tap into the invoice and copy the "payment page" link to send to a client. To send directly to the client email tap on "Send invoice".
7. Charge customer manually for invoice
Frequently Asked Questions
What are past due invoices and can they still be paid?
They are invoices that have passed the due date upon invoice creation. As a business owner, you can edit an invoice or resend the email/link to the client to pay the invoice.
Can I invoice for a subscription?
Not yet, coming soon!
What payment methods are supported?
Credit card
Debit card
ACH. Credit
ACH Direct Debit
Bacs Direct Debit
Bancontact
BECS Direct Debit
EPS
FPX
Giropay
iDEAL
Pre-authorized debits
Przelewy24
SEPA Direct Debit
Sofort
Bank transfers
Mexico bank transfers