# \#invoice **URL:** https://integration.keap.com/tag/invoice/43.md [Latest](https://integration.keap.com/latest.md) · [Categories](https://integration.keap.com/categories.md) · [Tags](https://integration.keap.com/tags.md) --- ## [Retrieve Unpaid Invoice Payment Link Through API](https://integration.keap.com/t/retrieve-unpaid-invoice-payment-link-through-api/93321)
**Author:** [@Timothy\_Smith](https://integration.keap.com/u/Timothy_Smith)\ **Replies:** 4\ **Last updated:** [April 15, 2025, 8:35pm UTC](https://integration.keap.com/t/retrieve-unpaid-invoice-payment-link-through-api/93321 "2025-04-15T20:35:59Z")
In Max Classic, is is possible to retrieve an invoice payment link for an unpaid invoice to be able to merge into a custom email? If my invoice ID is ‘123’, the format link that shows up does not include 123 in it, but … --- ## [How to set up invoice templates in Keap](https://integration.keap.com/t/how-to-set-up-invoice-templates-in-keap/82122)
**Author:** [@Erin\_Perchalski](https://integration.keap.com/u/Erin_Perchalski)\ **Replies:** 1\ **Last updated:** [May 3, 2024, 5:52pm UTC](https://integration.keap.com/t/how-to-set-up-invoice-templates-in-keap/82122 "2024-05-03T17:52:51Z")
Hello, where can I create and edit master templates for my invoices in Keap? Example: I want the “Terms” section to always say the same phrase. --- ## [Using Zapier, create an invoice in Keap (Infusionsoft?)](https://integration.keap.com/t/using-zapier-create-an-invoice-in-keap-infusionsoft/90016)
**Author:** [@Yoni\_Chanowitz](https://integration.keap.com/u/Yoni_Chanowitz)\ **Replies:** 0\ **Last updated:** [February 13, 2023, 7:10pm UTC](https://integration.keap.com/t/using-zapier-create-an-invoice-in-keap-infusionsoft/90016 "2023-02-13T19:10:32Z")
I will use the API if needed, i just really need to make an order, for an unspecified amount, and have the order saved in Keap. i need to automate this process. Originally, i thought i could use the API to make orders a… --- ## [Invoicing with one-time and recurring line items - payment options](https://integration.keap.com/t/invoicing-with-one-time-and-recurring-line-items-payment-options/89808)
**Author:** [@John\_Shirley](https://integration.keap.com/u/John_Shirley)\ **Replies:** 0\ **Last updated:** [January 23, 2023, 5:09pm UTC](https://integration.keap.com/t/invoicing-with-one-time-and-recurring-line-items-payment-options/89808 "2023-01-23T17:09:26Z")
How do I offer a prorated monthly fee (one-time) and a recurring fee for the following month on one invoice. The scenario: My clients are charged on the 15th of each month for the month ahead. If I add a client on any … --- ## [Send the invoice for an order via API](https://integration.keap.com/t/send-the-invoice-for-an-order-via-api/85757)
**Author:** [@Carlos\_Martins](https://integration.keap.com/u/Carlos_Martins)\ **Replies:** 1\ **Last updated:** [November 29, 2021, 11:13pm UTC](https://integration.keap.com/t/send-the-invoice-for-an-order-via-api/85757 "2021-11-29T23:13:57Z")
Dear Ladies and Gentlemen, our inquiry is addressed to the InfusionSoft API team. We would like to be able to send the invoice via email for an order via API. Currently this is not provided in the API. It would be great… --- ## [Invoice payment fails with a "You passed an empty string for line\_items\[1\]\[description\]](https://integration.keap.com/t/invoice-payment-fails-with-a-you-passed-an-empty-string-for-line-items-1-description/85543)
**Author:** [@Andron\_Ocean](https://integration.keap.com/u/Andron_Ocean)\ **Replies:** 0\ **Last updated:** [November 8, 2021, 5:01pm UTC](https://integration.keap.com/t/invoice-payment-fails-with-a-you-passed-an-empty-string-for-line-items-1-description/85543 "2021-11-08T17:01:52Z")
Hi y’all, I have a customer who was seeing this error on an invoice I created and sent to them: The error only appeared when they tried to run the charge. It did capture their payment info and save it in Stripe, so … --- ## [Attach invoice to emails in the Campaign Builder](https://integration.keap.com/t/attach-invoice-to-emails-in-the-campaign-builder/83674)
**Author:** [@Nicholas\_Owings](https://integration.keap.com/u/Nicholas_Owings)\ **Replies:** 0\ **Last updated:** [June 4, 2021, 5:12pm UTC](https://integration.keap.com/t/attach-invoice-to-emails-in-the-campaign-builder/83674 "2021-06-04T17:12:47Z")
Is there a way to attach an invoice/quote to an email using the campaign builder? If not, is there a way to merge data from the invoice into the email? I know you can send one automatically when someone makes a purchase … --- ## [Does an unpaid invoice automatically get sent when it's generated?](https://integration.keap.com/t/does-an-unpaid-invoice-automatically-get-sent-when-its-generated/80166)
**Author:** [@Andrea\_Rozman](https://integration.keap.com/u/Andrea_Rozman)\ **Replies:** 0\ **Last updated:** [October 11, 2020, 3:16pm UTC](https://integration.keap.com/t/does-an-unpaid-invoice-automatically-get-sent-when-its-generated/80166 "2020-10-11T15:16:58Z")
When an invoice from a subscription is generated in the system, does it automatically get sent to the customer? I know if they have a credit card saved and it auto-bills the card, it will send the paid invoice. But if… --- ## [Is there a way to change the starting invoice number?](https://integration.keap.com/t/is-there-a-way-to-change-the-starting-invoice-number/79571)
**Author:** [@Gary\_Nelson](https://integration.keap.com/u/Gary_Nelson)\ **Replies:** 0\ **Last updated:** [September 10, 2020, 9:53pm UTC](https://integration.keap.com/t/is-there-a-way-to-change-the-starting-invoice-number/79571 "2020-09-10T21:53:48Z")
Using a new system but wanted to start invoice numbers from a certain point. --- ## [My Invoice Shows the Wrong Name and Company & There Is No Way To Change It](https://integration.keap.com/t/my-invoice-shows-the-wrong-name-and-company-there-is-no-way-to-change-it/78819)
**Author:** [@Dhawal\_Shah](https://integration.keap.com/u/Dhawal_Shah)\ **Replies:** 2\ **Last updated:** [August 2, 2020, 7:06am UTC](https://integration.keap.com/t/my-invoice-shows-the-wrong-name-and-company-there-is-no-way-to-change-it/78819 "2020-08-02T07:06:46Z")
The chat has been unavailable for some time so I cannot get this updated directly from there. When I go to Infusionsoft’s billing, my Name and Company Name are WRONG, while my billing address, my email and my app name ar… --- ## [$saleAffiliateId is not being applied to blank invoice](https://integration.keap.com/t/saleaffiliateid-is-not-being-applied-to-blank-invoice/77500)
**Author:** [@Ben\_Taylor](https://integration.keap.com/u/Ben_Taylor)\ **Replies:** 0\ **Last updated:** [May 29, 2020, 7:53am UTC](https://integration.keap.com/t/saleaffiliateid-is-not-being-applied-to-blank-invoice/77500 "2020-05-29T07:53:43Z")
When I create a blank invoice the Affiliate ID does not get inserted to the blank invoice. The invoice gets created without any errors, but no Sale Referral Partner is set. I have checked what gets inserted before creat… --- ## [Automatic Invoices](https://integration.keap.com/t/automatic-invoices/77294)
**Author:** [@METODOCC\_Corp](https://integration.keap.com/u/METODOCC_Corp)\ **Replies:** 3\ **Last updated:** [May 21, 2020, 7:16pm UTC](https://integration.keap.com/t/automatic-invoices/77294 "2020-05-21T19:16:10Z")
Hello, most of my clients have a payment plan and i will like to sent an automatic invoice with the payments they have made and their outstanding balance and upcoming payments. Ive been looking for options with integrati… --- ## [Getting Invoices Emailed To me & Finding Invoices From Past Accounts](https://integration.keap.com/t/getting-invoices-emailed-to-me-finding-invoices-from-past-accounts/77056)
**Author:** [@Dhawal\_Shah](https://integration.keap.com/u/Dhawal_Shah)\ **Replies:** 0\ **Last updated:** [May 14, 2020, 6:26am UTC](https://integration.keap.com/t/getting-invoices-emailed-to-me-finding-invoices-from-past-accounts/77056 "2020-05-14T06:26:59Z")
Hi, I find the Infusionsoft billing system extremely clunky. There doesn’t even seem to be an option that would email me my Invoices on a monthly basis when it deducts it from my credit card. Anyone know how I can achie… --- ## [Export Invoices](https://integration.keap.com/t/export-invoices/76519)
**Author:** [@Mark\_Nelson](https://integration.keap.com/u/Mark_Nelson)\ **Replies:** 0\ **Last updated:** [April 24, 2020, 7:30am UTC](https://integration.keap.com/t/export-invoices/76519 "2020-04-24T07:30:12Z")
How do I export invoices to a report showing details like date, customer name, product(s) purchased, quantity of products, total, etc.? --- ## [Entering Old Orders and Payments](https://integration.keap.com/t/entering-old-orders-and-payments/75591)
**Author:** [@Cindy\_Glover](https://integration.keap.com/u/Cindy_Glover)\ **Replies:** 0\ **Last updated:** [March 24, 2020, 9:10pm UTC](https://integration.keap.com/t/entering-old-orders-and-payments/75591 "2020-03-24T21:10:19Z")
We’ve been updating our files with older Charges and Payments from 2017/2018… Even though the Invoice and Payment dates are being updated to reflect the correct dates - Our reports are pulling them and reflecting as 202… --- ## [Invoice Date is not showing up correctly](https://integration.keap.com/t/invoice-date-is-not-showing-up-correctly/75515)
**Author:** [@Michael\_Lerner](https://integration.keap.com/u/Michael_Lerner)\ **Replies:** 0\ **Last updated:** [March 22, 2020, 3:03pm UTC](https://integration.keap.com/t/invoice-date-is-not-showing-up-correctly/75515 "2020-03-22T15:03:39Z")
Hi, The date is not showing up properly on my invoices for Orders. Date Invoice # Due Date \[\[ today.date long \]\] 196137 See attached, --- ## [Building quotes using an API](https://integration.keap.com/t/building-quotes-using-an-api/73668)
**Author:** [@Nicholas\_Owings](https://integration.keap.com/u/Nicholas_Owings)\ **Replies:** 0\ **Last updated:** [December 26, 2019, 7:42pm UTC](https://integration.keap.com/t/building-quotes-using-an-api/73668 "2019-12-26T19:42:05Z")
This is a multi-part question. First, is there any way to build a quote using the API? In the past, it didn’t seem possible, but we were told that an alternate option would be to build an invoice instead (because you cou… --- ## [Why did my Client get an Invoice?](https://integration.keap.com/t/why-did-my-client-get-an-invoice/72994)
**Author:** [@Cindy\_Glover](https://integration.keap.com/u/Cindy_Glover)\ **Replies:** 0\ **Last updated:** [November 21, 2019, 1:10pm UTC](https://integration.keap.com/t/why-did-my-client-get-an-invoice/72994 "2019-11-21T13:10:37Z")
So last night - I’d found from 2018 where a payment wasn’t posted - So I posted it and UNCHECKED THIS BOX - Then within 2 seconds, got a phone call from the Client asking why is he getting this over a year later…How EMBA… --- ## [Create a new Billing Date for a Subscription Problems](https://integration.keap.com/t/create-a-new-billing-date-for-a-subscription-problems/71278)
**Author:** [@OpenPath\_Developers](https://integration.keap.com/u/OpenPath_Developers)\ **Replies:** 1\ **Last updated:** [September 23, 2019, 4:19pm UTC](https://integration.keap.com/t/create-a-new-billing-date-for-a-subscription-problems/71278 "2019-09-23T16:19:28Z")
Community, The Goal of answering the following question is: When a subscription bill fails change the next billing date to anything in the future via the API so InfusionSoft will re-try on that date. We are trying to … --- ## [Changing the Verbiage on Invoice](https://integration.keap.com/t/changing-the-verbiage-on-invoice/70360)
**Author:** [@Cindy\_Glover](https://integration.keap.com/u/Cindy_Glover)\ **Replies:** 6\ **Last updated:** [August 9, 2019, 12:14am UTC](https://integration.keap.com/t/changing-the-verbiage-on-invoice/70360 "2019-08-09T00:14:11Z")
Is there a way to remove the “Outstanding Balance” verbiage from an Invoice? --- ## [Sorting Invoices within certain date range(using the API)?](https://integration.keap.com/t/sorting-invoices-within-certain-date-range-using-the-api/9544)
**Author:** [@Danny\_Bianchi](https://integration.keap.com/u/Danny_Bianchi)\ **Replies:** 2\ **Last updated:** [August 1, 2019, 7:59am UTC](https://integration.keap.com/t/sorting-invoices-within-certain-date-range-using-the-api/9544 "2019-08-01T07:59:18Z")
I need to produce a list of purchases of a certain product that have been made between July 1-July 31 but we’ve sold this same product for years, so using the API to call invoices with this Product IS creates huge lists … --- ## [Add URL / hyperlink to an invoice Template (not new invoices, but the traditional templates)](https://integration.keap.com/t/add-url-hyperlink-to-an-invoice-template-not-new-invoices-but-the-traditional-templates/68944)
**Author:** [@Andrew\_Jarvis](https://integration.keap.com/u/Andrew_Jarvis)\ **Replies:** 0\ **Last updated:** [June 11, 2019, 8:57am UTC](https://integration.keap.com/t/add-url-hyperlink-to-an-invoice-template-not-new-invoices-but-the-traditional-templates/68944 "2019-06-11T08:57:14Z")
I wish to include a link on each invoice. Using Invoice Templates we can add a hyperlink and even add in a small image to the invoice. But upon the recipient clicking that link, the link cannot be found. “Sorry, but we … --- ## [How do I delete an invoice?](https://integration.keap.com/t/how-do-i-delete-an-invoice/67576)
**Author:** [@Lynette\_Conway](https://integration.keap.com/u/Lynette_Conway)\ **Replies:** 0\ **Last updated:** [April 15, 2019, 8:59pm UTC](https://integration.keap.com/t/how-do-i-delete-an-invoice/67576 "2019-04-15T20:59:13Z")
How do I delete an invoice from a contact --- ## [Is there Billing Automation for multiple cards on one account?](https://integration.keap.com/t/is-there-billing-automation-for-multiple-cards-on-one-account/66816)
**Author:** [@Logan\_G](https://integration.keap.com/u/Logan_G)\ **Replies:** 2\ **Last updated:** [March 21, 2019, 5:43pm UTC](https://integration.keap.com/t/is-there-billing-automation-for-multiple-cards-on-one-account/66816 "2019-03-21T17:43:00Z")
We use a campaign to automatically create invoices for customers on the first of each month. With Infusionsoft’s automated billing, we can run a card on file automatically any number of times for that invoice. This is a… --- ## [Changing the charge amount on future invoices for a campaign](https://integration.keap.com/t/changing-the-charge-amount-on-future-invoices-for-a-campaign/66823)
**Author:** [@Glenys\_Cox](https://integration.keap.com/u/Glenys_Cox)\ **Replies:** 1\ **Last updated:** [March 19, 2019, 10:51pm UTC](https://integration.keap.com/t/changing-the-charge-amount-on-future-invoices-for-a-campaign/66823 "2019-03-19T22:51:14Z")
How do I change the invoice amount on future invoices in a campaign? --- ## [Invoicing and the appearance on a cell phone](https://integration.keap.com/t/invoicing-and-the-appearance-on-a-cell-phone/57742)
**Author:** [@Cindy\_Glover](https://integration.keap.com/u/Cindy_Glover)\ **Replies:** 6\ **Last updated:** [November 27, 2018, 7:41pm UTC](https://integration.keap.com/t/invoicing-and-the-appearance-on-a-cell-phone/57742 "2018-11-27T19:41:51Z")
Hi everyone!! Hope you all had a wonderful Thanksgiving! We are “just about” ready to use the Invoicing capabilities in InfusionSoft - So far, everything looks good. The problem I’m running in too is the initial invoic… --- ## [Action Set that applies a tag upon invoice creation](https://integration.keap.com/t/action-set-that-applies-a-tag-upon-invoice-creation/29887)
**Author:** [@Joanna\_3B](https://integration.keap.com/u/Joanna_3B)\ **Replies:** 8\ **Last updated:** [February 8, 2018, 6:05pm UTC](https://integration.keap.com/t/action-set-that-applies-a-tag-upon-invoice-creation/29887 "2018-02-08T18:05:40Z")
Is there a way to automatically apply a tag to a contact record once an invoice has been created within their contact record? I am looking for some sort of action set or automation so it does not need to be done manually… --- ## [API Additions and Changes 2018-02-01](https://integration.keap.com/t/api-additions-and-changes-2018-02-01/29386)
**Author:** [@mike.christianson](https://integration.keap.com/u/mike.christianson)\ **Replies:** 0\ **Last updated:** [February 1, 2018, 8:35pm UTC](https://integration.keap.com/t/api-additions-and-changes-2018-02-01/29386 "2018-02-01T20:35:06Z")
Good day from Infusionsoft HQ! We’re happy to share the following additions or changes. General Fixed a bug that caused duplicate receipts or invoices to be sent. The duplicates were sent when using the API to add a pay… --- ## [API Additions and Changes 2017-12-01](https://integration.keap.com/t/api-additions-and-changes-2017-12-01/22909)
**Author:** [@mike.christianson](https://integration.keap.com/u/mike.christianson)\ **Replies:** 0\ **Last updated:** [December 1, 2017, 11:58pm UTC](https://integration.keap.com/t/api-additions-and-changes-2017-12-01/22909 "2017-12-01T23:58:51Z")
Good day from Infusionsoft HQ! We’re happy to share the following additions or changes. REST API List Contacts: custom fields are now available when custom\_fields is included in the comma-delimited list of optional\_pro… --- ## [Invoice not being generated for a recurring order](https://integration.keap.com/t/invoice-not-being-generated-for-a-recurring-order/22575)
**Author:** [@Rohan\_Jalil](https://integration.keap.com/u/Rohan_Jalil)\ **Replies:** 1\ **Last updated:** [November 29, 2017, 1:51pm UTC](https://integration.keap.com/t/invoice-not-being-generated-for-a-recurring-order/22575 "2017-11-29T13:51:57Z")
Hello guys I’m trying to generate a invoice for a recurring order but the problem is I’m not able to generate a invoice. Can somebody tell me what is it that is going wrong $data = $this-\>infusionsoftService-\>in… [Next page](https://integration.keap.com/tag/invoice/43.md?match_all_tags=true&page=1&tags%5B%5D=invoice)