--- title: "Customer Management: Custom Invoices" description: The Custom Invoices section provides users with the ability to both view and create personalized invoices specifically designed for third-party transactions. --- [Skip to content](https://support.phonexa.com/customer-management-custom-invoices#main-content) [![phonexa\_logo-white](https://support.phonexa.com/hubfs/phonexa_logo-white.svg)](https://support.phonexa.com/?hsLang=en) Open main navigation Close main navigation - [➜\]](https://phonexa.com/) [➜\]](https://phonexa.com/?hsLang=en) Phonexa Support Center - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.phonexa.com/?hsLang=en) 2. [Books360](https://support.phonexa.com/books360?hsLang=en) 3. [Customer Management](https://support.phonexa.com/books360?hsLang=en#customer-management) # Customer Management: Custom Invoices ## The Custom Invoices section provides users with the ability to both view and create personalized invoices specifically designed for third-party transactions. To view the list, go to the **Customer Management \> Custom Invoices** section. [![custom invoices 1](https://support.phonexa.com/hs-fs/hubfs/custom%20invoices%201.png?width=688&height=208&name=custom%20invoices%201.png)](https://support.phonexa.com/hubfs/custom%20invoices%201.png?hsLang=en) You can narrow down the search results by using the following filters: - **Invoice ID:** Enter the ID number of the invoice. - **Customer Name:** Fill in the name of the Customer. - **Paid Status:** Select the payment status (*Paid* / *Not Paid*). The list contains the following information: - **ID:** The invoice record number. - **Invoice Number:** The invoice number for the Customer. - **Date:** The date the invoice is created. - **Status:** The status of the invoice (*Paid* / *Not Paid*). - **Customer Name:** The name of the Customer. - **Email:** The email address of the Customer. - **Invoice Amount:** The invoice amount to be paid by the Customer - **Paid:** The amount that is already paid by the Customer. - **Amount Due:** The amount that is yet to be paid. - **Period:** The period that is accumulated for the invoice. - **Invoice Notes:** The additional information about the invoice. To manually create a new invoice blank for a Customer, click the **“Add Blank Invoice”** button. In the pop-up window, fill in the following fields of the **“Customer”** tab: - **Name:** Enter the name of the Customer. - **Emails (comma separated):** Fill in the client’s email address (*use a comma to enter multiple emails*). - **Address:** Enter the billing address of the Customer. - **Bank Account:** Select the bank account from the drop-down list. - **Add Bank Change Notification**: Select the **“Yes”** option from the drop-down list to inform the client about the Bank Account change. Select the **“No”** option to disable the notification. [![custom invoices 2](https://support.phonexa.com/hs-fs/hubfs/custom%20invoices%202.png?width=688&height=723&name=custom%20invoices%202.png)](https://support.phonexa.com/hubfs/custom%20invoices%202.png?hsLang=en) In the **“Invoice Data”** tab, fill in the following fields: - **Date:** Select the date the invoice record is created. - **Period From / Period To:** Select the date range to accumulate into the invoice. - **Invoice Number:** Enter the invoice number for the Customer. - **Invoice Amount:** The total amount to be paid by the Customer. *This field is populated automatically based on the items and calculations provided below.* - **Invoice Notes:** Enter additional information about the invoice. - **Description / Quantity / Rate / Amount:** Enter the detailed information about the items or services for which the Customer is paying. Click the **“Create”** button to save and complete the action. [![customer custom invoices 3](https://support.phonexa.com/hs-fs/hubfs/customer%20custom%20invoices%203.png?width=688&height=1206&name=customer%20custom%20invoices%203.png)](https://support.phonexa.com/hubfs/customer%20custom%20invoices%203.png?hsLang=en) To change the payment status of the invoice to paid, click the **“Mark as Paid”** button in the **“Actions”** column. Select the paid date, enter the paid amount, and click the **“Save and Mark As Paid”** button to complete. [![customer custom invoices 4](https://support.phonexa.com/hs-fs/hubfs/customer%20custom%20invoices%204.png?width=688&height=604&name=customer%20custom%20invoices%204.png)](https://support.phonexa.com/hubfs/customer%20custom%20invoices%204.png?hsLang=en) To view, edit, print, and resend the custom invoice record, click the **“View Details”** button in the **“Actions”** column.  [![customer custom invoices 5](https://support.phonexa.com/hs-fs/hubfs/customer%20custom%20invoices%205.png?width=688&height=559&name=customer%20custom%20invoices%205.png)](https://support.phonexa.com/hubfs/customer%20custom%20invoices%205.png?hsLang=en) To delete the invoice record from the list, click the **“Delete”** button in the **“Actions”** column. Confirm the action by entering the invoice amount and clicking the **“Delete”** button in the pop-up window.  [![customer custom invoices 6](https://support.phonexa.com/hs-fs/hubfs/customer%20custom%20invoices%206.png?width=688&height=489&name=customer%20custom%20invoices%206.png)](https://support.phonexa.com/hubfs/customer%20custom%20invoices%206.png?hsLang=en) - [General information](https://support.phonexa.com/general-information?hsLang=en#main-content) - [Account Settings](https://support.phonexa.com/general-information?hsLang=en#account-settings) - [Security Settings](https://support.phonexa.com/general-information?hsLang=en#security-settings) - [Users](https://support.phonexa.com/general-information?hsLang=en#users) - [System Customization](https://support.phonexa.com/general-information?hsLang=en#system-customization) - [Project Customization](https://support.phonexa.com/general-information?hsLang=en#project-customization) - [Product Customization](https://support.phonexa.com/general-information?hsLang=en#product-customization) - [System Management](https://support.phonexa.com/general-information?hsLang=en#system-management) - [Support](https://support.phonexa.com/general-information?hsLang=en#support) - [LMS Sync & Call Logic](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#main-content) - [Extra Features](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#extra-features) - [Publisher Configuration](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#publisher-configuration) - [Client Management](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#client-management) - [System Logs](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#system-logs) - [Documents And References](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#documents-and-references) - [Reports and Analytics](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#reports-and-analytics) - [Publisher management](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#publisher-management) - [Call Logic Customization](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#call-logic-customization) - [Campaign Configuration](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#campaign-configuration) - [Feed CMS](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#feed-cms) - [Event Tracking](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#event-tracking) - [iClear](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#iclear) - [E-Delivery](https://support.phonexa.com/e-delivery?hsLang=en#main-content) - [List Management](https://support.phonexa.com/e-delivery?hsLang=en#list-management) - [Email Campaigns](https://support.phonexa.com/e-delivery?hsLang=en#email-campaigns) - [SMS Campaigns](https://support.phonexa.com/e-delivery?hsLang=en#sms-campaigns) - [Reports](https://support.phonexa.com/e-delivery?hsLang=en#reports) - [Suppression Management](https://support.phonexa.com/e-delivery?hsLang=en#suppression-management) - [Books360](https://support.phonexa.com/books360?hsLang=en#main-content) - [Books 360 Integration](https://support.phonexa.com/books360?hsLang=en#books-360-integration) - [Vendor Management](https://support.phonexa.com/books360?hsLang=en#vendor-management) - [Account](https://support.phonexa.com/books360?hsLang=en#account) - [Customer Management](https://support.phonexa.com/books360?hsLang=en#customer-management) - [Opt-Intel](https://support.phonexa.com/opt-intel?hsLang=en#main-content) - [List Management](https://support.phonexa.com/opt-intel?hsLang=en#list-management) - [All Reports](https://support.phonexa.com/opt-intel?hsLang=en#all-reports) - [Mailers](https://support.phonexa.com/opt-intel?hsLang=en#mailers) - [Campaigns](https://support.phonexa.com/opt-intel?hsLang=en#campaigns) - [System Management](https://support.phonexa.com/opt-intel?hsLang=en#system-management) - [HitMetrix](https://support.phonexa.com/hitmetrix?hsLang=en#main-content) - [Analytics](https://support.phonexa.com/hitmetrix?hsLang=en#analytics) - [Heatmaps](https://support.phonexa.com/hitmetrix?hsLang=en#heatmaps) - [System Management](https://support.phonexa.com/hitmetrix?hsLang=en#system-management) - [Lynx](https://support.phonexa.com/lynx?hsLang=en#main-content) - [Offers](https://support.phonexa.com/lynx?hsLang=en#offers) - [LYNX Reports](https://support.phonexa.com/lynx?hsLang=en#lynx-reports) - [Advertisers](https://support.phonexa.com/lynx?hsLang=en#advertisers) - [Affiliates](https://support.phonexa.com/lynx?hsLang=en#affiliates) - [Account Settings](https://support.phonexa.com/lynx?hsLang=en#account-settings) - [Cloud PBX](https://support.phonexa.com/cloud-pbx?hsLang=en) [![Phonexa\_logo\_color](https://support.phonexa.com/hubfs/Phonexa_logo_color.svg "Phonexa_logo_color")](https://phonexa.com/?hsLang=en) Phonexa Knowledge Base Copyright © 2026, Phonexa