Invoices Quickstart

Learn how to quickly create invoices with the HL Hunt Dashboard.

Step 1: Create an Invoice

Navigate to Invoices

  1. In the Dashboard, expand Payment Tools in the left navigation.
  2. Click Invoices.
  3. Click Create Invoice.
Navigate to Create Invoice

The creation form displays with a live preview that updates as you fill out each section.

Create an Invoice form

When creating an invoice, fill out the following details:

FieldDescription
Invoice NameInternal label to identify the invoice in your records. Not visible to buyers.
Invoice DateThe date the invoice was issued. Defaults to today but can be customized.
Due DateWhen payment is expected. Select a preset number of days or enter a custom date.

Buyer Information

FieldDescription
Select or Create BuyerChoose an existing buyer from your records or add a new one.
Buyer DetailsName, email, phone, and billing address.
Buyer TypeIndividual or business.

Click the Pencil icon to edit buyer information after selection.

Delivery Options

OptionDescription
Email InvoiceAutomatically send the invoice to the buyer's email address when created.
Additional RecipientsSend to multiple email addresses (separate with enter, space, or tab).
Manual DeliverySkip automatic sending and share the link manually later.

Step 2: Share the Invoice

Once the invoice is created, you can share it with the buyer:

  • Email delivery — automatically sent to the buyer's email when the invoice is created.
  • Copy link — share the hosted payment page link directly via any channel.
  • Download PDF — generate and send the invoice PDF manually.

For more details, see Sharing Invoices.

Step 3: Track the Invoice

Monitor the status of your invoices directly from the Dashboard:

  • Open — invoice has been sent but not yet paid.
  • Partially Paid — buyer has made a partial payment.
  • Paid — full payment has been received.
  • Overdue — payment is past the due date.
  • Void — invoice has been canceled.

Real-Time Updates with Webhooks

Subscribe to invoice webhook events to get real-time notifications when an invoice changes state:

  • invoice.created — a new invoice was generated.
  • invoice.paid — the buyer completed full payment.
  • invoice.partially_paid — a partial payment was received.
  • invoice.overdue — the due date has passed without full payment.

Learn more about configuring webhooks in the Webhooks guide.