Applova Invoicing

Invoicing is a way for restaurants to professionally bill their customers for large or scheduled orders, such as catering services or bulk pre-orders. With Applova’s Invoicing feature, merchants can create and send invoices directly from the Merchant Portal. Once an invoice is sent, the customer receives it as an email summary with a View & Pay option. From there, the customer can open the e-invoice summary page, review the details, and complete payment securely through a payment gateway. After payment, both the merchant and customer automatically receive confirmation emails with an e-receipt.

Use Case Scenario

Sunrise Catering, a local restaurant that frequently handles large event orders, often found it difficult to track payments for bulk catering requests. The owner, David, would previously rely on manual spreadsheets and phone calls to confirm balances, which led to errors and delayed collections.

By using the Invoicing feature in the Merchant Portal, Sunrise Catering is able to:

Create professional invoices for catering events directly from the portal, including customer details and payment due dates.
Send invoices by email so customers receive a clear summary and a way to easily pay online through a secure gateway.
Automatically provide both the customer and the restaurant with confirmation emails once payment is completed.

Ultimately, this allows Sunrise Catering to streamline billing for large orders, reduce errors from manual tracking, and ensure payments are collected on time with less administrative effort.

How to Access Invoicing via the Merchant Portal?

Step 1
Login to the Merchant Portal.

Step 2
Go to Settings and click on "Plugins".

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Step 3
Click on "Applova Invoicing" card.

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Step 4
Login using your existing credentials.

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Step 5
Choose required business location.

Only applicable for Multi-store Businesses

At the top of the screen, a summary section highlights the totals for Paid, Unpaid, and Overdue invoices along with growth or decline indicators.
Each invoice is assigned a status to reflect its current state. The possible statuses are:
- Draft – Invoice is created but not yet sent.
- Unpaid – Invoice is sent and awaiting customer payment.
- Scheduled – Invoice is set to be sent at a future date/time.
- Paid – Invoice has been fully paid by the customer.
- Refunded (Phase 2) – Invoice payment has been refunded.
- Overdue – Invoice has passed the due date without payment.
The available management options are shown in the three-dot menu next to each invoice:
- Draft / Unpaid / Scheduled – Merchants can Edit or Delete the invoice.
- Paid / Refunded / Overdue – Merchants can only View E-Invoice.

How to Create an Invoice?

Step 1

Click on the "Create Invoice" button.

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Step 2
Fill in Customer Information

Select an existing customer or add a new one.
Add Billing and Shipping Addresses.

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Step 3
Add Invoice Details:

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Step 4
Add Items to the Invoice.

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Items with variants are shown in a flat list view for easier selection.
Item add-ons can be chosen in a popup modal, allowing merchants to configure extras as needed.

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