Create an Invoice

Creating Invoices with Ottu's Invoice Plugin: A Step-by-Step Guide.

Creating an invoice using Ottu's Invoice Plugin is a straightforward process designed to streamline your billing and payment workflows. This guide walks you through each step, from accessing the relevant sections in the dashboard to completing necessary forms, ensuring that you can efficiently generate and manage invoices for your transactions.

1- Navigating to the Create Invoice Section

The Create Invoice section should be accessed from the Ottu Dashboard under Invoice section. This is where the invoicing process is initiated.

2-Filling Out the Invoice Form

The first form, known as the Invoice Form, should be filled out with all necessary details to generate the invoice. This includes the invoice type, due date, and relevant information about the goods or services being billed. More information about Invoice From could be found here.

3-Completing the Payment Request Form

Following the completion of the Invoice Form, the Payment Request Form must be filled out. This form collects additional transaction details, including payment terms and any specific instructions related to the transaction. Fields in this form are either filled in based on the invoice details or populated automatically according to the payment request configuration. Please refer to Payment Request Form for more details.

4-Transaction Confirmation and Payment Link Generation

Upon submission of the Payment Request Form, with all necessary fields duly filled out, users will be redirected to a page where information regarding the successfully created transaction is displayed, along with a shareable payment link.

5-Guiding Customers to Checkout Page with a Shareable Payment Link

This payment link can be provided to customers, directing them to the Checkout page where the invoice can be reviewed and payment completed.

6-Viewing the Invoice Associated with Payment Transactions

Clicking on the View Invoice button allows viewing the invoice associated with the payment transaction.