CartCubes Invoices for FluentCart
Invoices
Create custom invoices inside FluentCart, with one-time lines, a discount, or a subscription amount, then copy or email a Pay Now link.
These lines are not catalog products. Pick a FluentCart customer or create one, add lines, a due date, and notes, then save as draft or pending and send a Pay Now link. Quantity and price are locked on the server. After payment, the invoice is marked paid and linked to the FluentCart order.
- FluentCart menu: Open Invoices from the FluentCart admin. Search, filter by draft, pending, paid or cancelled, and paginate the list.
- Bulk actions: Select invoices and run an action on the whole selection.
- One-time or subscription: Multiple one-time lines, or one subscription amount with daily through yearly billing.
- Store products and icons: A one-time invoice can include a store product next to custom lines. Custom lines can use an icon from the media library.
- Discount: Take an amount or a percent off a one-time invoice, with a reason the client can see.
- Currencies: When FluentCart Multi Currency is on, charge the invoice in one of those currencies.
- Due date: Set when payment is due. Leave it empty when there is no due date.
- Trial and signup fee: Optional trial days (up to 365) and a signup fee charged at checkout. During a trial, checkout charges only the signup fee or $0 until the trial ends.
- Pay Now link: Copy, email or send a reminder. Instant checkout uses the invoice totals, not values from the URL.
- Block coupons: Optionally block coupons on that invoice checkout.
- Checkout message: Optional message on that invoice Pay Now only. Place it after name and email, before payment, or in the order summary.
- Notes: Internal notes for your team. Turn on Show note on invoice when the client should see them.
- Actions: View, view invoice, print, duplicate, copy link, email, send reminder, mark paid, cancel, or delete.
Invoice list
Invoices opens from the FluentCart admin. The table shows the invoice number, title, type, customer, total, status, due date, and created date. Filter by status or search the list.
Bulk actions
Select invoices in the list, then run one action on the whole selection.
Invoice actions
Each row has View, View invoice, Print invoice, Duplicate, Copy link, Email, Send reminder, Mark paid, Cancel, and Delete. Paid and cancelled invoices hide the actions that no longer apply.
Create an invoice
The editor is the same screen you use to view an invoice. Set the title, payment type, lines, checkout message, notes, status, due date, and customer, then save.
Title
The title is the name shown in the invoice list.
Payment type
One-time charges once and can have several lines. Subscription bills one amount on an interval, with optional trial days and a signup fee.
Currencies
When FluentCart Multi Currency is on, the invoice can be charged in one of those currencies. The field stays hidden when the store has a single currency.
Store products
A one-time line can be a custom amount or a FluentCart product. Product lines use the catalog price. Subscription invoices stay one custom amount.
Line icons
A custom line can use an image from the media library. The icon shows on the invoice and in the editor.
Discount
Add a discount to a one-time invoice as an amount or a percent, with a reason the client can see. Remove it when you no longer want it on the invoice.
Subscription invoices
Choose subscription, set a billing interval, and add one amount. Optional trial days and a signup fee. During a trial, checkout charges only the signup fee or $0 until the trial ends.
Checkout message
Turn on Checkout message for this invoice only. Place it after name and email, before payment, or in the order summary.
Due date
Set the date payment is due. Leave it empty when the invoice has no due date. A pending invoice past that date shows as overdue.
Block coupons
When Block coupons is on, the client cannot apply a coupon on this invoice Pay Now checkout.
Checkout with coupons blocked
The Pay Now checkout then has no place to enter a coupon. Quantity and price still come from the invoice.
Customer
Search an existing FluentCart customer and use their billing and shipping details on the invoice.
Create a customer
If the client is not in FluentCart yet, create the customer from the invoice. The new customer is saved in FluentCart.
Internal notes
Notes are for your team. Turn on Show note on invoice when the client should see the same note on the viewed and printed invoice.
A filled invoice
Lines, a discount, the customer, and the Pay Now link sit on one screen. This example is a pending brand package with a launch discount.
Duplicate
Duplicate from the list or the edit screen. The copy is a new draft.
View order
On a paid invoice, View order opens the FluentCart order.
Pay Now link
Send this link to the client. Quantity and price are locked on the server. The link opens FluentCart instant checkout.
