Send invoices

In the Send Invoice panel, you can enter information to send invoices to your customers.

Notes

  • If you will accept payment through Mercado Pago for the invoice, click Send from the Sales screen or from the Customer Activity screen to open the email template to send a link to your customer.
  • If the customer's Mercado Pago link is expired, the application will regenerate the payment link when you send the email message.
  1. In the Sales screen, click Actions > Send Invoice for the invoice you want to send.

    Note: You can filter invoices by date, status, type, and sale point in the Sales screen.

  2. Enter or change the customer's email address, if necessary.

    Notes

    • OnBalance automatically completes the Email Address field if you previously entered that information for the customer.
    • If you want to change the customer's existing email address in your records, mark the Save Email checkbox.

  3. Update the Subject or Message field, if desired.

    Note: If you change the Message field, the information you entered in the Sales Options screen does not change. If you want to change the message for future use, you need to change the information in the Sales Option screen.

  4. Click Send.

The availability of some or all of these features depends on your OnBalance contract and/or configuration.