Please note that we have changed the menu structure.To simplify navigation, your elopage account is now structured slightly differently. But the functions remain the same. We will adjust the help section and renew the screenshots. If you have any questions, our support will be happy to help.
Achtung, neue Menüstruktur! Um die Navigation zu vereinfachen, ist dein elopage-Account jetzt etwas anders strukturiert. Die Funktionen bleiben aber die gleichen. Wir werden den Hilfebereich anpassen und die Screenshots erneuern. Bei Fragen hilft unser Support gerne weiter.
This is a machine-translated article. We’re constantly working on improving translation quality for an optimized help center experience. We apologize for any inconvenience.

Setting up automated invoicing

Monika
Monika
  • Updated

Use automated invoicing via elopage.

Then all invoices will be created directly upon successful payment and made available to the customer. Configure the invoice in your layout using and enter the first invoice number.

You can find the invoice under "Transactions" or for download under "Reports".

Your customers will receive the invoice directly with the purchase confirmation email on the elopage thank you page.

Customers with elopage login can find the invoice directly in their account under "Transfers" .

Step-by-step instructions

1. Activate automated invoicing

  • Click on "Settings" and then on "Invoice setup".
  • If the app is not included in your plan, book it for a fee.
  • Activate the automated invoicing by setting the switcher to "green."

autoinvoice0.png

2. Configure invoice

Configure your invoices.

Start with your information about VAT. The "i" gives you more information. 

autoinvoice1.png

Upload a logo or a small image, or choose it from your file library.

The data for the invoice header comes from the information for your legal notice. You can hide some information, while other is mandatory and cannot be hidden.

You can recognize the data that you can hide by the blue eye symbol. By default, all the data is displayed.

  • Crossed out eye = Data is not displayed
  • Eye open = Data is displayed
  • Upload an image.

Notes on automatic additions to the invoice

  • The service period is automatically specified in the invoice for online courses and tickets.
  • The additional information field is given as a footer in the PDF. Umlauts or special characters are not possible here.  
  • Include the first invoice number to be used. All other invoices are then incremented.

3. Preview a sample invoice

  • You can use the "Preview" button to view an example calculation.

 

Was this article helpful?