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to create an invoice log in to your virtual terminal and click on the invoicing tab then click on the new invoice button enter a customer name or select one from the drop down and enter any shipping or billing information you want then enter a new product or select a product from your existing stored products if youre ready to send the invoice click send at the bottom of the screen enter one or more email addresses and or one or more phone numbers use the system generated pdf attachment or attach your own file finally click send your customer will receive an email and or text message both containing a link to a secure payment form where they can view the invoice enter payment details electronically sign and pay their invoice