How to Create Invoices in Captivation Hub – Captivation Hub

You can easily create invoices from within Captivation Hub. This article covers how to create, edit, add discounts, add taxes, and send your invoices.

Please Note: If you are using invoicing without Stripe Connect, you will need to manually record payments.

How to Create a New Invoice

Go to the Payments tab and click on the Invoices tab.
Click the New button to start creating a new invoice.

Note: Add global terms of service/notes by clicking the gear wheel icon next to the + New button.

How to Edit Your Invoice Info

Step 1: Edit the "From" info by clicking on the text — it will become editable.

Step 2: You can change the logo/image by clicking on it to open the media library.

Step 3: Add the client and edit the Invoice number, Issue date, and Due date.

Step 4: Click Add an Item to add products from your Products tab.

Step 5: Once you add the product, you can edit the price and quantity.

How to Add Taxes to Your Invoice

Step 1: Click on Tax Settings.

Step 2: Click Add Tax.

Step 3: Fill in the following fields:

A. Add the name of the tax
B. Add the rate in %
C. Add a description or Tax ID number

How to Add a Discount to Your Invoice

You can add a discount by clicking the Add Discount icon on the invoice.

How to Send an Invoice

Step 1: Once your invoice is created, click the green Send button in the top right corner.

Step 2: You can send the invoice via email or text. Use the Advanced option to switch between live and test mode.

How to Check the Status of Your Invoices

Step 1: Go to the Invoices tab to see the list of invoices and their statuses.

Step 2: You can filter invoices by status and date range.

Invoices in the Transaction Tab

You can also find invoice-related transactions under Payments > Transactions to view successful or failed transactions and open invoices directly.

Note: The Transaction tab is only available in the new UI.

Need help? Contact our support team at support@captivationhub.com