> ## Documentation Index > Fetch the complete documentation index at: https://docs.taliuphq.com/llms.txt > Use this file to discover all available pages before exploring further. # Invoicing > Create, send, update, and manage invoices from the merchant portal — including restore-client, update and resend, inventory on delete, and email troubleshooting. Invoicing lets you create professional invoices, email them to clients, optionally include an online payment link, and track payment from Taliup HQ. Open **Invoices** in the merchant sidebar to get started. *** ## Prerequisites The `Invoicing` feature must be enabled on your entity plan. Ask your ISO admin to enable it in [Plans & Features](/taliup-hq/onboarding/plans-features) if you do not see **Invoices** in the sidebar. Email delivery requires a selected client with a valid email address. You can add or update clients from the invoice form or from **Clients**. To include a **Pay** link on the invoice, enable **Link To Pay** / online payments for your entity and configure an online payment gateway on the location. If Online Payment shows as **Disabled**, customers can still receive the invoice but cannot pay online from the email. *** ## Invoices list When you have not created any invoices yet, the Invoices page shows an empty state with a clear call to action. Invoices empty state titled Create your first invoice, with a Create Invoice button in the header and a Create your first invoice button in the center From here you can: * Click **+ Create Invoice** (or **Create your first invoice**) to open the create form * Use the filter control once you have invoices to narrow the list * Sent invoices show **Due in X days** or **Due today** as whole days. Overdue invoices show **Overdue by X days**. *** ## Create an invoice The create form has a main editor on the left and a live **Invoice Preview** on the right. Create Invoice page for Cornerstone Hardware showing form sections on the left and Invoice Preview on the right Use **Save as Draft** to store the invoice without sending it, or **Create Invoice** when you are ready to finalize (and send, if email delivery is enabled). ### Client Details Select who the invoice is for and which location it belongs to. Client Details section with required Client search field, add-client button, and Location dropdown set to Cornerstone Hardware | Field | Description | | -------------- | --------------------------------------------------------------------------------------- | | **Client** | Search and select an existing client. Required for email delivery. | | **Add client** | Use the person-plus button to open **Add Client** without leaving the page. | | **Location** | The business location for the invoice. Taxes are calculated from the selected location. | Add Client modal with First Name, Last Name, Email, Phone, Business Name, Notes, and Add Client button **Email** is required when you create a client who should receive invoices by email. If that email belongs to a client you already deleted, Taliup asks **Restore previous client?** instead of creating a duplicate. Click **Restore** to reuse the existing record and their invoice history. See [Restore a deleted client](/taliup-hq/features/clients#restore-a-deleted-client). ### Invoice Details Set the invoice identity, timing, and customer-facing message. Invoice Details with invoice number 000005, summary, send date 2026-07-14, Send Invoice Immediately toggle on, due date, and invoice message | Field | Description | | ---------------------------- | --------------------------------------------------------------------------------------- | | **Invoice Number** | Unique invoice identifier (for example `000005`). | | **Invoice Summary** | Optional short description. | | **Send Date** | When the invoice is scheduled to send. | | **Send Invoice Immediately** | When on, Taliup sends as soon as the invoice is created (if email delivery is enabled). | | **Due Date** | Optional payment due date shown on the invoice. | | **Invoice Message** | Body copy that appears on the invoice and in the email. | ### Invoice Items Add catalog products or one-off custom products, then optionally apply discounts and fees. Invoice Items table with no items yet, Add Items button, Add Custom Product link, Add Discounts and Add Fees buttons, and Subtotal and Total of $0.00 * **+ Add Items** opens your product catalog so you can search and select line items. * **+ Add Custom Product** adds a one-off item that is not in the catalog. * **Add Discounts** / **Add Fees** adjust the invoice total. * Taxes are calculated automatically based on the selected location. Add Items modal with Search by name and a grid of product cards including Sample Product, GripFast Wood Screws, and other hardware items ### Payment Details Choose payment frequency and whether customers can pay online from the invoice. Payment Details section with Frequency set to One Time and Online Payment showing Disabled with the toggle off | Setting | Description | | ------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------- | | **Frequency** | Typically **One Time** for a single invoice. | | **Add link to pay / Online Payment** | When enabled, the invoice email and payment page include a pay link. When **Disabled**, the invoice is still deliverable but without online checkout. | ### Communication Control whether and how the invoice is emailed. Communication section with Email delivery Immediate badge and toggle on, validation messages to select a client, Reply to Email tech@taliup.ca, and Support Message text area | Setting | Description | | ------------------- | ---------------------------------------------------------------------------------------------------------------- | | **Email delivery** | Master toggle for sending the invoice by email. The **Immediate** badge appears when send-immediately is active. | | **Reply to Email** | Where customer replies are directed. Configured in Invoice Settings when available. | | **Support Message** | Footer text on the invoice email (for example how to contact your team). | If email delivery is on but no client is selected, Taliup shows validation such as **Please select a client** and notes that email is required for immediate delivery. ### Invoice Preview The right-hand preview updates as you edit so you can confirm branding, message, line items, and totals before you create the invoice. If the entity has a logo in **Settings → Business**, that logo appears on the preview and on downloaded invoice and receipt PDFs. Invoice Preview for Cornerstone Hardware with logo, address, client placeholders, invoice number 000005, issued date, message, empty items table, and total $0.00 *** ## Edit a sent invoice You can edit an invoice after it has been sent, as long as it is not paid. | Status | What you can do | | -------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Draft** | Edit all fields, including client, location, and invoice number. Click **Update Invoice**. | | **Sent**, **Overdue**, or **Canceled** | Edit message, items, dates, and payment settings. Client, location, and invoice number stay locked. Click **Update and Resend** to save and email the updated invoice. | | **Paid** | Editing is blocked. Taliup shows that the invoice can no longer be edited because it has been paid or is otherwise locked. | Edit Invoice page with Client Details, Invoice Details, live preview, and Update and Resend in the header From **Invoices**, open a sent unpaid invoice. Update the message, line items, due date, or payment settings. You cannot change the client, location, or invoice number after send. Click **Update and Resend**. Taliup saves the changes and emails the client again when email delivery is on. *** ## Return stock when you delete an invoice When you delete an unpaid invoice that held inventory, Taliup can put those quantities back into stock. Set the default in **Settings → Invoice Settings → Inventory**: | Setting | What happens | | ----------------------------------- | ------------------------------------------------------------------ | | **Always return stock** (toggle on) | Stock is returned automatically when you delete an unpaid invoice. | | **Ask** (toggle off) | Each delete asks whether to **Return stock to inventory**. | Invoice Settings showing Email, Reminders, and Inventory with Return stock on invoice delete turned on Confirmation modal asking to delete an invoice for Ava Bennett, with Return stock to inventory turned on Draft and paid invoice deletes do not return stock. *** ## Customer payment page When a client opens the invoice (from email or a shared link), they see the issued and due dates, line items, and amount due. They can download a PDF from this page. Cornerstone Hardware invoice payment page for Demo Client showing issued and due dates, line item PipeFlow PVC Pipe, amount due $16.08, and Download Receipt button Invoice emails no longer rely on an attached PDF. If a customer needs a file copy, ask them to use **Download Receipt** (or the PDF download) on the payment page. *** ## Refunds Refunding an invoice opens a confirmation step so you confirm the client and capture a reason. Confirmation modal asking Are you sure you want to refund this Invoice for Demo Client with Reason for Refund text area and Cancel and Yes buttons 1. Start a refund from the invoice. 2. Confirm the client name in the prompt. 3. Enter a **Reason for Refund**. 4. Choose **Yes** to proceed or **Cancel** to abort. *** ## Invoice email conditions An invoice email is sent only when all of the following are true: | Condition | What to check | | ------------------------- | ------------------------------------------------------------------------------------------------ | | Email delivery is enabled | Communication → **Email delivery** is on | | Client has a valid email | Client is selected and the client record includes an email | | Timing is ready | **Send Invoice Immediately** is on, or the scheduled **Send Date** has been reached | | Address can receive mail | Taliup is not blocked from delivering to that address (you see a clear error if send is blocked) | | Reply-To (optional) | If Invoice Settings include a reply-to address, customer replies go there | Immediate delivery always requires a client email. If you see **Email is required for immediate delivery**, select or create a client with an email before creating the invoice. *** ## Troubleshooting ### Customer says they did not receive the invoice 1. Confirm the client email spelling on the invoice / client record. 2. Ask the customer to check **Junk** / **Spam**. 3. On Outlook / Hotmail, ask whether junk filtering is set to trust only Safe senders. If so, they should mark the message **It's not junk** and add the sender to Safe senders. 4. Confirm Communication **Email delivery** was on and whether send was immediate or scheduled for a later date. ### Merchant sees a delivery / suppressed email error If Taliup cannot send because the address was previously unreachable or blocked for delivery: * Update the client to a working email address, or * Contact Taliup support to review the address before retrying Do not keep resending to an address that has already failed hard delivery. ### Online pay link is missing 1. On the invoice, open **Payment Details** and confirm **Online Payment** is enabled. 2. Confirm your plan includes Link to Pay / online payment features and that the location has an online payment gateway configured. ### Customer needs a PDF Use the customer payment page **Download Receipt** / PDF download. The invoice email is designed to stand alone without a PDF attachment. ### Wrong reply destination Update **Reply to Email** in Invoice Settings so customer replies go to the correct mailbox.