---
url: "https://docs.portone.cloud/docs/creating-invoice-via-admin-console"
title: "Creating Invoice via Admin console"
---
Invoice\_Configuration
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## Steps to Create an Invoice from the PortOne Admin Console [Skip link to Steps to Create an Invoice from the PortOne Admin Console](https://docs.portone.cloud/docs/creating-invoice-via-admin-console\#steps-to-create-an-invoice-from-the--portone-admin-console)
The PortOne Admin Console allows you to create and manage invoices effortlessly. Follow these steps to create a new invoice and configure all relevant details:
Scribe \| Embed Create\_a\_PortOne\_Invoice\_\_3fJwSt5sSGSxpM7BSF8c W
### **Step 1: Access the Invoice Section** [Skip link to [object Object]](https://docs.portone.cloud/docs/creating-invoice-via-admin-console\#step-1-access-the-invoice-section)
**Login to PortOne Admin Console**
Use your administrator credentials to access the PortOne Admin Console.
**Navigate to the Invoice Page**
- From the main menu, go to the **Invoice** section.
- This page displays a list of existing invoices and provides options to create new ones.
### **Step 2: Create a New Invoice** [Skip link to [object Object]](https://docs.portone.cloud/docs/creating-invoice-via-admin-console\#step-2-create-a-new-invoice)
**View Existing Invoices**
- Browse the list of previously created invoices to check existing records, statuses, or duplicate details if necessary.
**Click on the `Create New Invoice` Button**
- You will be prompted with three options:
- **New Invoice**: Create an invoice from scratch.
- **Choose Invoice Template**: Select from pre-configured templates for quick invoicing.
- **Bulk Upload Invoices**: Upload multiple invoices at once using an Excel sheet.
### **Step 3: Configure Invoice Details** [Skip link to [object Object]](https://docs.portone.cloud/docs/creating-invoice-via-admin-console\#step-3-configure-invoice-details)
Carefully fill in the details for the new invoice. Below are the fields you need to configure:
**Invoice and Customer Information**
- **Invoice Date**: Set the date when the invoice is created.
- **Due Date**: Specify the payment due date.
- **Customer Details**:
- Add the customer's name, email address, and phone number.
- Ensure these details are accurate for seamless communication.
**Address Details**
- **Invoice Address**: Provide the primary address for the invoice.
- **Billing and Shipping Address**: Configure both billing and shipping addresses (if applicable).
1. **Payment Methods**
- Select the payment methods (e.g., card, net banking, UPI) that you want to display on the checkout interface for this invoice.
**Invoice Line Items**
- Add individual line items, including:
- Product or service name.
- Quantity.
- Unit price.
- Total price calculation.
**Additional Charges**
- Configure taxes, discounts, or any other additional charges to be applied to the invoice.
**Custom Fields**
- Add custom fields to capture additional details, such as order numbers, delivery preferences, or special instructions. These custom fields can be configured as Key-Value pairs
**Note**
- Include any extra information for the customer in the Note section. You can configure the Title and notes content.
**Additional Notes**
- Include any extra information for the customer in the Additional Notes section (e.g., warranty details, terms and conditions support contact).
**Invoice Schedule**
- Schedule the date and time for the invoice to be sent to the customer. If not scheduled, you can send the note immediately by choosing checkbox.
**Reminder Configuration**
- Set up automated reminders for customers to ensure timely payment.
### **Step 4: Save and Preview** [Skip link to [object Object]](https://docs.portone.cloud/docs/creating-invoice-via-admin-console\#step-4-save-and-preview)
**Preview the Invoice**
- After filling in all the fields, click the **Preview** button.
- Review the invoice layout, UI, and details to ensure everything is accurate.
**Make Final Edits**
- If necessary, make edits based on the preview.
### **Step 5: Create and Send Invoice** [Skip link to [object Object]](https://docs.portone.cloud/docs/creating-invoice-via-admin-console\#step-5-create-and-send-invoice)
1. Once you are satisfied with the configuration, click the **Create New Invoice** button.
2. The invoice will be generated and sent to the customer via email (and SMS, if enabled).
3. The customer will receive both:
- A link to view and pay the invoice.
- A PDF copy of the invoice for their records.
### **Key Features of PortOne Invoices** [Skip link to [object Object]](https://docs.portone.cloud/docs/creating-invoice-via-admin-console\#key-features-of-portone-invoices)
- Easy integration of line items, taxes, and discounts.
- Multiple payment methods on the checkout page.
- Automated reminders to customers for overdue invoices.
- Customizable fields to suit unique business needs.
This step-by-step guide ensures smooth invoice creation while leveraging PortOne's advanced features for optimized invoicing and payment collection.
