Kartra automatically generates invoices for purchases made through your products.
These invoices include your business information, the customer's purchase details, and information about the transaction.
You can customize some of the information displayed on your sales invoices by updating your Kartra profile. However, the invoice layout and certain fields cannot be changed.
What information appears on sales invoices?
Kartra-generated sales invoices include information from several sources:
Information | Where it comes from |
Business name (#1) | Your Kartra profile |
Business mailing address (#1) | Your Kartra profile |
Business logo (#1) | Your Kartra profile |
Customer information (#2) | Information collected during checkout |
Product and transaction details (#3) | The customer's purchase |
Note: These are invoices issued to customers purchasing your products, not invoices for your own Kartra subscription.
To manage invoices for your Kartra subscription, see Manage billing details and invoices.
Example invoice. Click to enlarge.
Customize your business information on invoices
To update the business information displayed on your sales invoices:
Open your Kartra Profile.
Update your business name, mailing address, or business logo as needed.
Complete the security question verification.
Save your changes.
Your updated profile information will be used for future sales invoices. For detailed instructions, see Manage your profile and business details.
Updating your profile information does not change invoices that have already been generated.
How customers receive their invoices
After a purchase, Kartra automatically sends the buyer an Order confirmation to buyer email notification. This notification includes the order details and a link to download the invoice. Learn more about email notifications.
Customers can also access their previous invoices through the Self-Billing portal, where they can manage information related to their purchases. For more information, see Help customers use self-service billing.
Download a customer's sales invoice
You can also download an invoice directly from your Kartra account.
Go to Sales > Payments > Transactions.
Locate the relevant transaction.
Click its Order ID to open the transaction details.
Select Download invoice.
