# Invoice

## How to create invoice

After logging in to your CCPayment account, locate **Invoice** at the left navigation bar to enter Invoice dashboard that allows you to view all of your invoice details and track your invoice order status.

To create a new invoice, click the **Create** **Invoice** button at the top right corner of the screen.

<figure><img src="/files/TWvwho0Z1zggJIZMWM5f" alt=""><figcaption></figcaption></figure>

#### Enter the invoice details on the creation page as shown below.

<figure><img src="/files/hR7CDDlE5oyHo9WYON5i" alt=""><figcaption></figcaption></figure>

**Payer** **Info**: Payer name and email.

**Merchant** **Info**: Business/brand name and business email.

**Invoice** **Title**: The title will be displayed on the invoice page and checkout page, you can add a description for your invoice here.

**Currency**: Choose what currency the payment will be denominated in.

**Details**: Enter details for the goods/services. Based on the item details you entered, the total payment amount will be calculated in fiat currency.

You can add attachments to allow users to view relevant and complete information:

<figure><img src="/files/MG3IpcLwj83Vvjk3oVoT" alt=""><figcaption></figcaption></figure>

**Invoice** **Token**: Select the type of cryptocurrency that can be used for payment. You may select one, multiple, or all of them in the dropdown list.

**Invoice** **Type**: According to your needs, select One-Time Invoice or Recurring Invoice.&#x20;

* <mark style="color:blue;">One-Time Invoice:</mark> Set up the issue date and time, as well as the due date and time, and the invoice will be sent once.

{% hint style="info" %}
**One-Time Invoice** will be sent on the issue date, and when the **Issue** **Date** precedes the creation date, the invoice will be sent immediately. The **Due** **Time** will be the latest time of sending.&#x20;
{% endhint %}

<figure><img src="/files/fuebQodqnvQbHWxtXYRK" alt=""><figcaption></figcaption></figure>

* <mark style="color:blue;">Recurring Invoice:</mark> Set the frequency, the first sending date and total the number of invoices you would like to issue.&#x20;

{% hint style="info" %}
Regardless of whether **Recurring** **Invoice** is sent or not, you can view the the invoice schedule in recurring invoice management for each sent invoice.
{% endhint %}

Check the markbox to switch to standing invoice so you will not need to set up the end date and time, and you can end it at anytime.&#x20;

<figure><img src="/files/NCOYhYFHExhN8XRM0dDQ" alt=""><figcaption></figcaption></figure>

**Receive** **Notification**: Inform the merchant that the payment was successful. You can choose how you would like to receive notifications of transaction results and details.

* <mark style="color:blue;">Email Notification</mark>: As soon as user has paid, you will receive the transaction details in the business email you entered in this invoice.
* <mark style="color:blue;">Webhook Notification</mark>: As soon as user has paid, CCPayment will send you a transaction result notification to your reserved Webhook URL.

After filling the required information, click **Publish** to create your invoice. Your invoice will be automatically sent when it meets the sending time

<figure><img src="/files/PReC2ZjCez13UoKajjBQ" alt=""><figcaption></figcaption></figure>

## View and manage your invoices

In your invoice dashboard, you can view and track all invoice details and statuses.

Manage single invoices and recurring invoices in a classified manner.

<figure><img src="/files/rgCwqx3PDP5eM9GruSFE" alt=""><figcaption></figcaption></figure>

Click into an invoice and check details

* <mark style="color:blue;">Recurring invoice</mark>

Upon clicking on a recurring invoice, you will be able to view the invoice content, as well as edit, duplicate, and stop the invoice.

<figure><img src="/files/oX28DvKj6XVw2t8tH2AZ" alt=""><figcaption></figcaption></figure>

* <mark style="color:blue;">One-time invoice</mark>

Upon clicking into a one-time invoice, you will be able to view the invoice contents including payment status, as well as add a remark for this invoice, duplicate, download PDF and delete the invoice.

**Refund**: On this page, you can refund payments that have been successfully sent. Simply click **Create** **Refund.**

<figure><img src="/files/nn7bFitYBr0Is1FuMDYk" alt=""><figcaption></figcaption></figure>

## Notification

* <mark style="color:blue;">Notify the user and ask for payment</mark>

Upon sending an invoice, the user is notified via email. By clicking on the **Pay** **Now** button, they will be directed to the checkout page.\
For example:

<figure><img src="/files/xi1ySfdPTrGVu2XUbfG3" alt=""><figcaption></figcaption></figure>

* <mark style="color:blue;">Notify merchant for the successful payment</mark>

Upon successful payment, the merchant will receive an email with the payment details; click **Check** **Details** to be directed to the CCPayment site to view the full details.

For example:

<figure><img src="/files/DXhh9JdbKv7oMQ2bdSdb" alt=""><figcaption></figcaption></figure>

* <mark style="color:blue;">Notify user for successful payment</mark>

Upon successful payment, the user will receive an email with the payment details.&#x20;

For example:

<figure><img src="/files/dKMAijnDFVYZiQJLVqOp" alt=""><figcaption></figcaption></figure>


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