What is Invoicing?

The Invoicing tool enables you to request payment from customers by sending them an invoice. Customers receive the invoice by email and click a link to view the invoice on the Authorize.net website. The Invoice page is pre-populated with the required information. When your customers pay the invoice, they use our secure payment form, which helps to keep your business Payment Card Industry Data Security Standard (PCI DSS) compliant.

What is required to use Invoicing?

To use Invoicing, you need to create an API Login ID and Transaction Key. Without these, you can create an Invoice, but your customers won't be able to open it.

You also need the Customer Information Manager (CIM). When an invoice is created, CIM automatically creates a customer profile for storing customer information. If CIM is not enabled, you will receive a link to enable it before creating an Invoice.

How to customize invoice appearance?

1. Sign in to the Merchant Interface.
2. Be on or switch into the New Merchant Interface (2.0).
3. Click on Payments in the left navigation.
4. Click Invoicing.
5. Click the Settings link in the top right corner.
6. Under Customize your invoice, you can:
   • Add a logo to your invoice (logo size needs to be less than 1MB, allowed file types: jpg, png, gif).
   • Update the Business Name that appears on the invoice (will show on both the invoice and email sent to the customer).
   • Change the font color of the header.
   • Change the text color.
7. Under Customize Your Email, you can:
   • Add additional text message for your invoice.
8. The Settings page has a live preview screen that shows changes as you make them. Remember to select the Save button at the bottom of the page.

Invoicing FAQs

• What is the cost for using Invoicing?
  • There currently is no separate charge for invoicing in a setup or monthly fee. There will be standard transaction fees that will apply.
• Are there limits to how many invoices I can create or edit? 
  • Yes, limits have been set specifying how many invoices your can create or edit. If you see the message "Invoice creation/edit attempt limit reached. Please successfully complete a transaction to remove this limit" while creating invoices, this indicates you have reached the limit of the number of invoices that you can create or edit until you successfully process a transaction.