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How to Create and Send an Invoice
How to Create and Send an Invoice

This article walks through how to create an Invoice for a single Ticket and for a multi-Ticket Invoice so you can then send the invoice.

Alyse Brodhead avatar
Written by Alyse Brodhead
Updated over 6 months ago

Ensure you have Fee Types created and added to Tickets in your Dispatcher Account in order to start creating and sending Invoices. Refer to our Dispatcher User Manual Create Fee Types section if you do not.

How to Create an Invoice for a Single Ticket

  1. Click Tickets

  2. Click appropriate Ticket

  3. Add Ticket Fee Types associated with the service

  4. Click Save & Create Invoice

  5. Review the invoice summary and select the next step based on your invoicing settings

How to Create a Multi-Ticket Invoice

  1. Click Invoices

  2. Click New Invoice +

  3. Click Create Invoice next to appropriate Account

  4. Select the Ticket(s) you want included on the invoice

  5. Click Create Invoice

  6. Review the Invoice summary and click Save & Continue

  7. Review the invoice summary and select the next step based on your invoicing settings

How to Send an Invoice

  1. Click Invoices

  2. Search and click appropriate Open Invoice you would like to send

  3. Click Collect Payment

  4. Click Send Your Invoice

  5. Confirm your Terms are correct

  6. Confirm the Email to send the invoice to is correct

  7. Change the default Message if applicable

  8. Check or uncheck Include Terms & Conditions

  9. Check or uncheck Include Pay Now Link

  10. Click Save & Send to Customer

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