Create and send invoices in MX Merchant by adding customers, setting billing terms, including items, and enabling online payments for fast and easy checkout.

Overview

This guide explains how to create an invoice in MX Merchant. It focuses on the essential steps—from starting a new invoice to adding customer details, billing information, and items—so you can quickly send invoices to your customers.

Prerequisites

• The customer must have a registered email address in order to receive the invoice and submit payment.

Create an Invoice

External Invoice Reference Number

This is an alphanumeric reference number, up to 8 characters long, which you may add according to your needs. If you leave this field empty, MX Merchant will create a reference number by default.

Customer Information

1. Go to the Invoices section.
2. Click + Add Invoice in the upper-right corner.
3. Select or add a customer:
   • Click the Customer Name field. Then, select a customer from the list.
   • If the customer is not yet registered:
     1. Click the Customer Name field.
     2. Select Add New Customer.
     3. Fill in the required customer details, including:
        • Customer type (Person or Business)
          • Name or business name
          • Spend profile
          • Tax information (if applicable)
4. Enter the Customer Email and Customer Mobile.
5. Add billing and shipping addresses.

Billing Details

1. Set the Invoice Date.
2. Select a Due Date using one of the available terms: Upon Receipt, Net 15, Net 30, Net 60, Net 90, or Custom (select a specific date from the calendar).
3. Enter a PO Number if necessary (otherwise, it may be left blank).
4. Enable Pay Online if you want customers to pay electronically.
5. Select accepted payment methods, such as Credit Card.

Adding Products or Services

1. Click + Add Item.
2. Enter the item details:
   • Product name
   • Description
   • Quantity
   • Price

Optional Steps
3. Apply taxes or discounts to individual items.
4. Add a Memo for internal or customer-facing notes.

Final Steps

You may now perform any of the three following actions:

• Save – Saves the invoice as a draft.
• Save & Send – Saves the invoice and emails it to the customer.
• Add Payment – Prompts the customer to submit a payment immediately.