How to generate Customer Invoices

Summary

Copaco Cloud offers the option to generate Customer Invoices that can be sent on your behalf. This article will describe how you can generate these files.

Prerequisites

• Access to Customer Invoices. See How to request access to Customer Invoices

• Billing information on your customer(s). See How to add/edit customer billing contact information

Getting Started

1. Navigate to https://copaco.cloud/partner

2. Click Invoices.

   

3. Click Customer Invoices.

   

4. Click the Filter icon to change the date-range. By default this is set to the last 3 months.

   

5. Click the Download icon to download all the data.

   

6. A .XLSX file will be downloaded. This file contains information (gathered from the Billing Contact details) to send customers a link where they can download their own invoice.

If you want to use the file to send Customer Invoices on your behalf, see How to send Customer Invoices on your behalf using Mail Merge