This article covers how to create an invoice from a contact record in Keap™. Invoices can include a Pay now button so contacts can pay online, and a follow-up email can be configured to send automatically when payment is received. A merchant account must be set up before invoices can be paid through Keap. For a full guide to creating and sending invoices, see how to create and send invoices in Keap.

Create an Invoice From a Contact Record

1. Navigate to the contact record.

2. Select More.

   

   The screenshot above shows the More button on a Keap contact record.

3. Select Add payment, invoice, or quote.

   

   The screenshot above shows the Add payment, invoice, or quote option in the contact record More menu.

4. Select Add an invoice to open the invoice creation screen.

   

   The screenshot above shows the Add an invoice option on the payment and invoice selection screen.

For a complete walkthrough of the invoice creation process including adding line items, setting payment terms, and configuring a Pay now button, see the Keap invoice creation guide. For additional training on invoices and e-commerce in Keap, see the Keap Academy e-commerce training.

Frequently Asked Questions

What does this article cover?

This article covers how to start the invoice creation process from a contact record in Keap. For the full invoice creation guide, see how to create and send invoices in Keap.

Is a merchant account required to send invoices?

A merchant account is required for contacts to pay invoices through Keap using the Pay now button. Invoices can be created and sent without a merchant account, but online payment will not be available. See how to set up a merchant account in Keap to enable online payments.