Create an Itemized Invoice

An itemized invoice lists each good and service for which your customer is being billed. This helps your customer to know the cost of individual goods and services. To send a simple invoice instead, see Create a Simple Invoice.
Follow these steps to create and send an itemized invoice.
  1. Open the Visa Invoicing add-in in your Microsoft Outlook desktop application.
  2. Click the
    Create list 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.
    Invoice due date*
    The date by which the invoice must be paid.
    Item name*
    The name of the listed good or service the customer is being billed for.
    Amount*
    The billed amount for the listed good or service.
    Quantity*
    The number of goods or services listed in the invoice.
    Discount
    The deducted amount from an itemized good or service amount. Choose a fixed amount or a percentage amount for the deducted amount.
    Tax
    The tax percentage amount to be added to the billed amount.
    Shipping
    The fee amount for shipping the invoiced goods or services.
    Shipping Tax
    The tax percentage amount to be added to the shipping fee.
    The asterisk (*) denotes that the field information is required.
  4. To add listed items, click
    Add another item
     and enter the field information.
  5. When you are done entering all of the listed item information, click
    Insert invoice link
    .
    An invoice payment link is inserted into the email message body. If you are using a
    Business Center
     test account, an additional test link is inserted for you to test paying the invoice in the test environment.
  6. Send the email message with the invoice link included in the message body.