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  3. How to create a manual invoice

How to create a manual invoice

Share a Refund supports its resellers and their unique business operations. As a reseller, you might offer services that extend beyond the ones provided by the Share a Refund Reseller System. Some resellers prefer to add their own consulting fees or reporting charges to the invoice. In this instance, you would need to create a manual invoice to reflect the desired changes.

Create a manual invoice for the customer

  • Login into your reseller account
  • Go to the Edit User page
  • Tap the Add Invoice button under the designated customer
  • Complete the required fields
  • Tap Add Invoice button

Directions for customers with QBO integration enabled

If your customers have QBO integration enabled, take the extra precaution to specify a product or service name that matches what already exists in QBO. Invoices may not sync into QBO if this is done incorrectly.

Additional resources

Updated on October 25, 2018

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