How do I create an invoice for my customers?

  1. Navigate to Invoices 
  2. Select “Create New” button on the top-right corner
  3. Select a customer from your Customer Directory for returning customers, or enter a new name and email address or phone number. Make sure you enter customer’s email address if you would like to email the invoice to the customer
  4. Enter Item details. You can add applicable taxes and discounts as well.
  5. Preview or Save as Draft using the buttons in the top right. Before sending your invoice, select Preview in the top right-hand corner to view your invoice as your customer will see it. You can also click ‘Save as draft’ to save the current version to work on later, or to keep as a template to duplicate and send at a later time.
  6. Click on “Send” to share your invoice and corresponding payment link. You can share the invoice and payment link with your customers via social media, email or text message.
  7. When you send an invoice for payment, each recipient has the option to pay the invoice with any accepted payment card, bank transfer, RAAST or QR code. Both you and your customer will receive a confirmation email once an invoice is paid by your customer.