Optimum Parcel supports its merchants and their unique business operations. As a merchant, you might offer services that extend beyond the ones provided by the Optimum Parcel Merchant System. Some merchants prefer to add their own consulting fees or reporting charges to the invoice. In this instance, you would need to create a manual invoice to reflect the desired changes.
Create a manual invoice for the customer
- Login into your merchant account
- Go to the Edit User page
- Tap the Add Invoice button under the designated customer
- Complete the required fields
- Tap Add Invoice button
Directions for customers with QuickBooks integration enabled
If your customers have QuickBooks integration enabled, take the extra precaution to specify a product or service name that matches what already exists in QuickBooks. Invoices may not sync into QuickBooks if this is done incorrectly.
