Invoices are a core part of Handshake's CRM capabilities. They allow you to provide your customers information about how and when to pay for certain orders, as well as a way to reconcile orders with the shipments they receive. Soon, Handshake will also facilitate making credit card payments on individual invoices.
Sharing invoices creates transparency between you and your customers. By providing customers a clear picture of invoices tied to their order history, you can ensure both accurate orders and timely payments. Invoices are visible by default on Handshake Hub and Rep. To make them visible on Handshake Direct, please consult your Customer Success Manager.
Invoices be imported in bulk from the setup tab within Handshake Hub or through the API. For an example, see the sample invoice import file, attached at the bottom of this article.
They can then be viewed on Handshake Rep and Hub by looking at the orders they are tied to:
Or the customers they are tied to: