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Create a Simple Invoice

A simple invoice is an invoice that displays a single amount for which your customer is being billed. To send an itemized invoice instead, see Create an Itemized Invoice.
Follow these steps to create and send a simple invoice.
  1. Open the Visa Invoicing add-in in your Microsoft Outlook desktop application.
  2. Click the
    Create simple invoice
     tab.
  3. Enter the following field information:
    Invoice Fields
    Field
    Description
    Customer name
    The customer's name or business name.
    Customer email
    The customer's email address or business email address.
    Invoice number
    A unique number for identifying an invoice. This number cannot change. It is also known as an
    invoice ID
    .
    Description
    A description of the billed goods or service for the invoice.
    Amount
    The amount billed to the customer in the invoice.
    Invoice due date
    The date by which the invoice must be paid.
    Click
    Insert invoice link
    .
    An invoice payment link is inserted into the email message body. If you are using a
    Gateway Portal
     test account, an additional test link is inserted for you to test paying the invoice in the test environment.
  4. Send the email message with the invoice link included in the message body.