Create an Invoice

1. To get started, go to the Billing section by clicking the icon in the Nav bar.

2. Before you begin any billing, if you will be charging tax with your invoices and/or transactions, navigate (using the navigation bar on the left) to Billing Settings. From this page, in the top right, select {Add Tax Rate}. You can now apply this tax rate to future Invoices.

3. In order to charge customers using established invoice items, you can click on the Products tab and create your first Product! After clicking {New Product}, you will be prompted to choose a name, price and cycle. The “cycle” refers to whether you want your product to be a one-time purchase like a book or a t-shirt, or a recurring product like a gym membership. You can set your cycle to a variety of different intervals including weekly, monthly and so on. You can also set a single product to have multiple pricing tiers. For example, a gym membership can have different pricing for students, adults, and seniors.

4. You can bill customers via email or by charging a client's card-on-file by navigating to Invoices. After clicking {New Invoice}, you can select the customer you'd like to bill, followed by the products you're charging them for. You can select from pre-created products, or create a one-time charge instance by writing a description and price for your line item. If you'd like, you can select a tax rate and choose the method that you would like to charge with. Sending the invoice via email is the default but if you've charged this customer before, you can select from their available card(s) on file. By clicking {Create Invoice}, you will establish a Draft version of this invoice. Draft invoices can be edited and saved until you're ready to send them. You can confirm the details of your newly created invoice, and select {Send invoice} to either email the bill to your customer, or charge their stored credit card.

Note: Invoices can include an invoice note. Select {More Options} and below you can add a personalized note to your invoice.

5. The Transactions tab lets you manage all of the charges you've made through Fiiber. Clicking on a specific transaction will bring up the Transactions view, giving you detailed information about the transaction history. This is also where you are able to issue Refunds to your customers for previously successful charges. Simply Click the {Refund} button while inside a Transaction view, and input the amount you'd like to refund based off of the transaction.

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