Generate Custom Invoices and Track Payments
The Invoices section on the left side of the main Admin Tools menu is where you can find all of the invoices generated across all of the projects which you are assigned to. By default, if you're the admin of your account, then you will be assigned to all projects which are created.
From here you can also access the Invoice Settings and create a new Invoice, which you can learn how to do from looking at the article on Projects. The only difference is that, since you're not starting from within a project, generating an invoice from this page would require you to first select which project the invoice will be assigned to.
This is key: invoices cannot be without projects. If you find that you need to create an invoice, have your customer make a project first, or make one for them. This will also allow the invoice, and all work done as a result of it, to be covered under the Client-Provider Service Agreement.
Project Billing, Quotes, and Invoices
The Billing tab is where you'll find all of your quotes and invoices.
To turn a quote (or multiple quotes) into an invoice (something you or your customers can do), just select the quote(s), and then select "Create Invoice". What will be created is an invoice titled "Auto-Generated Quote".
If the Autoquote review is enabled within the Autoquoter Configuration then regardless of who generates the invoice, it will then need to be approved by you or an employee. You'll also notice that you can download your invoice as a PDF by clicking the link in the upper-right corner.
Going back to the top level of the billing tab, if you want to generate a custom invoice you just click "New Invoice" from the upper-right corner.
Here you can do it all from scratch - enter a custom description (which will serve as the title of the invoice), set custom terms, input line items, and add addresses manually.
Line items can be added from your Inventory by clicking "Add from Inventory", from the AutoQuoter by clicking "Add from Files", or manually entered by clicking "Manual Line Entry". With the last option, you can apply discounts by entering a negative value into the price (you can also create a negative dollar amount coupon within the inventory manager).
NOTE: If you add a line item using the AutoQuoter by clicking "Add from Files", the Startup Price and Shipping & Handling cost you set when you went through the AutoQuoter Configuration will not be applied automatically. In this case, you should use a Manual Line Entry to add those separately.
When everything's filled out, click "Post Invoice" to make the invoice live.
Once the invoice is live, the "Pay Now" section will come up, allowing your customers to pay the balance or for you to take payment for them.
Going back to the top level of the billing tab, you'll see the invoices you've generated for your customer. You can, of course, take payments outside of the system through check or wire and manually mark the status of the invoice as paid.
If you need to issue a refund please create a support ticket with any relevant information, including the reason for the refund, and the amount to be refunded. Depending on whether the money has cleared from the customer, or has been transferred from MakerOS to you, there will be different things we can do to help and refunds may take different lengths of time. In most cases, all credit card processing fees through Stripe will be refunded, though the service fee MakerOS takes is non-refundable.