Platform Bid User Guide
  • Introduction
  • Auction Management
    • Overview
    • Preparing to create an auction
    • Types of auction
    • Creating an auction
    • Managing Lots
      • Types of lots
      • Lot Attributes
      • Bulk upload
      • Image upload
      • Publishing lots
      • Archiving lots
    • Reporting
      • Bidding Report
      • Buyer Bidding Report
    • Invoicing
      • Creating Invoices
      • Viewing Invoices
  • User Management
    • Viewing bidders
  • Bidding Experience
    • Home Page
    • Auction Listing Page
    • Lot Page
    • Applying to Bid
    • Watchlist
    • My Account
    • My Invoices
  • Site Settings
    • Site Settings
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  1. Auction Management
  2. Invoicing

Viewing Invoices

Previewing and sending your invoices to your buyers

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Last updated 1 year ago

The invoices are generated for the buyers as a downloadable PDF. This means it can be download locally by the buyers for their administration purposes.

We don't recommend sending the invoice as an attachment to the buyer.

Sending invoices via insecure email can lead to a hacking attempt. Hackers can intercept your email and change the payment details on the invoice, even if it is a PDF document. They will change the payment details and fool your buyers in to paying your invoice in to the wrong bank account.

To send a secure invoice, instead, publish the invoice to the buyers 'My Account' and send an automatically generated email to the user.

Once the invoice has been completed and you are happy with it 'Publish' the invoice and it will appear in the buyers 'My Account' when they are logged in.

They will also be sent an email from your website to tell them their invoice is ready.

Previewing the buyer invoice