An invoice is a one-time or recurring order you assign to one or more contacts for payment. This covers how to create one and the different ways to get there.
Create an invoice or subscription
Open Payments > Invoices and click New invoice.
Under Add contacts, add the contacts who should receive the invoice.
Under Add products, click Add products and choose from your product library, or create a new product from the same screen. Set up your product library first if you haven't already.
Under Invoice terms, set Days until due, an optional description, and a discount code if the product supports one.
Click Send order.
Add a product with a recurring price and 360Player creates a subscription automatically, tied to that billing cycle, instead of a one-time invoice — you'll get extra fields for First payment, Last payment, and Products valid until.
If the invoice starts today, you're asked whether to send it now. Leave that unchecked and it's created as a draft that auto-sends about 15 minutes later — enough time to catch a mistake before the customer sees it.
Ways to create an invoice
From Payments > Invoices — click New invoice.
From the Contacts list — select one or more contacts, then choose New invoice from the actions bar. Every selected contact is added as a recipient.
Duplicate an existing invoice — open its row menu and choose Duplicate to prefill a new invoice with the same recipient and products.
Export invoices
From Payments > Invoices, the Export menu covers three formats, each scoped to your current filters:
Gross invoice export — one row per invoice; pick which fields to include.
Itemized invoice export — one row per line item, for reconciling individual products.
Transaction export — payment-level detail over a date range you choose.
Follow up on an invoice
Use each invoice's row menu to chase a payment or resend paperwork — see Send a payment reminder or receipt. To cancel an invoice that won't be paid, see Void an invoice. To return money on one that's already paid, see Refund a payment.