--- title: How to use the advanced invoice manager description: The advanced invoice manager allows you to send your clients an itemized invoice and set up partial payments. --- [Skip to content](https://learn.enginehire.io/en/knowledge/how-to-use-the-advanced-invoice-manager#main-content) English Show submenu for translations [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://learn.enginehire.io/tickets-view?hsLang=en) ![enginehire logo thin dark 1.0.png\]](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0.png?height=40&name=enginehire%20logo%20thin%20dark%201.0.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new) - [Customer portal](https://learn.enginehire.io/tickets-view) - Go to main page Go to main page Hello! You can find guides on how to do everything in Enginehire here. If you can't find what you are looking for or anything feels out of date, please contact us! - There are no suggestions because the search field is empty. 1. [Enginehire Help Center](https://learn.enginehire.io/en/knowledge?hsLang=en) 2. [Payments](https://learn.enginehire.io/en/knowledge/payments?hsLang=en) # How to use the advanced invoice manager ## The advanced invoice manager allows you to send your clients an itemized invoice and set up partial payments. 1\. Click on any client in the list. ![](https://staticfiles.gleap.io/gattachments/p1uRF06CJgnyLhceuyJUG1GmX5Qax7zgjaSCjHUZB7RfIPpXWsSG5xKtq8E9O5PqDrU85jBqIzc.png) 2\. Click on the **Admin** tab. ![](https://staticfiles.gleap.io/gattachments/slwZvDRweXqMuGnSjWdBzZpgjW594F2oKkh4hfE8RzkO4ZlelCKX8BVq126Xsxqu9uaY1Ue4LmH.png) 3\. Click the **Payments** section. ![](https://staticfiles.gleap.io/gattachments/B5NvfCA2OzjHKZHvkXCfArviC11psamzHTm48Kr62RK6KvXzsxwaDcWu5n2BhYTpLpTh1XJBZo7.png) 4\. Click the **Advance Invoice Manager** button. ![](https://staticfiles.gleap.io/gattachments/uSXHZBgAjIPVWk3BH1uHO0EmOKf7BrHorgEADft8Z8IjUhYqiauruB6FGXs4gIpWmwURBNE0Sue.png) 5\. Click the **+** button to create an invoice. ![](https://staticfiles.gleap.io/gattachments/Cr96eTw1SY5ZH9YgVYalvdHxQvmd0RIGOFzk3EoozD3awaiXX6VvmL2Yrf5l4Dkon6DoOsBoSQX.png) 6\. Fill in all the required fields and click submit (if you would like to set up a partial payment, make sure to check off partial payment) ![](https://staticfiles.gleap.io/gattachments/7gvNGTCIWxHmEyhFnMGOxadP1x0cFKtwBFA4Px0x6qD6Ut0c06pkNY7rOlCuWzH8VVoVHuZE97H.png) 7\. Now that you have created your invoice, you can now **add line items** by clicking on manage invoice items. ![](https://staticfiles.gleap.io/gattachments/eLB3KklRabTM5MudUIqTGyJflzg3iSdGnwJz3SIZ941pE6cp1Z6QbCoiGqAJFQWcZOJeUzVKNrz.png) 8\. Click the **+** icon "Add Item". ![](https://staticfiles.gleap.io/gattachments/VW2WJciDKBVUy1aSEXPR0rJoj3yrGKbVK4uGCE0dAU50qzxo9bSK0PfvuyUHCCk950I9ejY3XSS.png) - fill in all the required fields, and click **submit**. ![](https://staticfiles.gleap.io/gattachments/NihQHWlmUg9C43ahzaxzUlZawI24u4b8zAgcEmmzKecguwOy8fWptXf5hbYnKUveXVXtcICcQqp.png) ![](https://staticfiles.gleap.io/gattachments/rFaNINZCkg3cY9EUYchcdHhDyIK3D4csgFV9vrR7s8UdjOPDl0PJIZNAeBy8pbKWa8HB0ipkbVl.png) 9\. Click on the mail icon to **send the invoice** to the client. ![](https://staticfiles.gleap.io/gattachments/1O0Avb2ZGjNQziSWqYVNxWV0ceOzeBSSkX2SraAaBMzEQzgm5HTWhYXMOMTif64N431eLw6U7Yb.png) - To learn **how to edit this email template** and how to create an **invoice reminder** email template, follow the instructions below. On your agent dashboard, click on **More** \> **Email Templates**. ![](https://staticfiles.gleap.io/gattachments/oxMrqcqdLEQ5JNXMkei2mpr4rUzlqsJNWPLbFfLa6eNnHaq7DMveaS0LoohLfxGGDoi40d7WTY7.png) Click on **Add Template** button to begin adding a new template. ![](https://staticfiles.gleap.io/gattachments/gRnHRVgOVjmsjUL3rdvBrMnlsSDRG2ftoRFSxWvSwJqC1Q89xX6M5lUuGnDTKFN1qhHYTqHhDuA.png) Enter name for your email template, and then select **Client** as the **Audience** type. ![](https://staticfiles.gleap.io/gattachments/dlDvi7PoyZADLnLWGUfkKcJMT6FOpzvVOih6aoRlaZaP9cvqHLGvP7lhu3lGcSt5BG8YejyYytB.png) Then, Select the **Send Invoice** as Trigger to edit the **Send Invoice** template as required. ![](https://staticfiles.gleap.io/gattachments/Z8GPKBPlOTSxqgEqquF6AOyiukPnQo5adSQljho5nZMMLjsefYZmZgukpRfqqixSne4W3peew9q.png) Or, you can use the **Invoice Due Date Reminder** trigger to create an email template to remind your client to pay their invoice. ![](https://staticfiles.gleap.io/gattachments/CtEi0ncnwmYzaIWqM3o88xULjO954D2D1ccgPf9t6gh6m0yciVt4jGXJdc5Z9cZCaZeHriMoOGl.png) Click the **Sender and Recipients** icon. ![](https://staticfiles.gleap.io/gattachments/j9s13msGkrZS6p6Jf8y8UeveZfWGqMWRMnPvB9XGUfTEuHJI02cC2m2ynsyeXT0uhNA6Evf73HR.png) Scroll down, expand the **Control who receives this email** option, and here you can put the no of days you want to trigger the template before the due date of invoice. ![](https://staticfiles.gleap.io/gattachments/VBj1547ftc2IObzrQSwJz4fYImE2YDSUC1gQCLShFZwTL9RiD647PRgz6wjSZvmOBCW1PXqKWMd.png) 10\. You can also click to **view the invoice page**. ![](https://staticfiles.gleap.io/gattachments/SN90LDySZYmmddYD0wGhdKAzZzdAul1zGh5XHFl3QZacjN9LvpUomDhmDPCuYRpcew3UONeeiiN.png) - Once you're on the invoice page, you can copy and paste the URL to share the invoice. - If the client has their payment information on file, they can click pay. - If the client does not have their payment information on file, they will be asked to put in their information as shown below. ![](https://staticfiles.gleap.io/gattachments/KmdiTYZlAlmKA0hPZlSoSdr0oFNMGMlAUWPCHGOLV7PfUert9nUlLhr6VPhncGB2gvPEsniJhIK.png) 11\. You can **edit the invoice** by clicking on thepencil icon. ![](https://staticfiles.gleap.io/gattachments/noIpyKEl4oUS6Q7ijiBYNS9vEnHW4iX7JbyaYmGbjmUw0QXGb3lvNDmbmjXnupNErMAV4ysQ0zE.png) 12\. You can **duplicate an invoice** by clicking the icon shown in the picture below. ![](https://staticfiles.gleap.io/gattachments/40pj0PGh3gFflydJO1VApHtiOyiyJIZqTf1W8G5NfM6KWeiE6e91bT9HqgxWrxc1XdMPNhk6dnX.png) 13\. To set up **partial payments** follow the instructions below: To make sure you have **Partial payment** checked, click the **Edit Invoice** icon as shown in the screenshot below. ![](https://staticfiles.gleap.io/gattachments/No506R7JjdEb13IIcIwgR8x2HpEW4N4HiC3XtJ90kHkrmqTdjDfExViTT4T2MIbkEYykuA7s3gp.png) Then, ensure that the **Partial Payment** checkbox is checked. ![](https://staticfiles.gleap.io/gattachments/lYO7dVqjtxuDnscoOMGFd1uTjcFx4MPN8ph9NmmnrOJUdsGw91TqHFRD8pXViuvy3HAoHbS0hM4.png) Click on the **Manage Partial Payments** icon. ![](https://staticfiles.gleap.io/gattachments/fPDKPCBPVGdadzhnwCDhEmCU2AlR6VZNoE7dg9jtjoepGcScpUee7wHYtYgDiCLS4LgnQs4xZqR.png) Click on the **Add Item** icon to add single or multiple partial payments. **NOTE**: If you add a partial payment item, when the invoice is paid the partial payment amount will be charged. If you add multiple partial payments, the first time a payment is made the first amount will be charged, the second time the second amount, etc. ![](https://staticfiles.gleap.io/gattachments/KoitrRS9zdsqmwYVdpsXOWclTceXWNAPPJKhC9vX0DBn18RJbryt737GRUTg2UB7QrGu56Rf8dg.png) Enter the **Amount**, **Due date**, **Payment Method** and **Description** for your partial payment. 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