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Invoices

Create professional invoices quickly using your existing customers and products. Track payment status and manage your billing pipeline.

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Quick Start

New to invoicing? Follow these steps to create your first invoice in under 5 minutes:
1

Navigate to Invoices

Go to Invoices in the left sidebar → click Create Invoice in the top right
2

Select Customer

Search for your customer or add a new one during creation
3

Add Products

Add products from your store with quantities
4

Set Payment Terms

Choose due date and delivery method
5

Send Invoice

Preview and send to your customer
Invoices dashboard - light modeInvoices dashboard - dark mode

Invoices Dashboard

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What You’ll Need First

Before creating your first invoice, make sure you have:

KYC Verification

Required for all invoice features and payment processing

Products Setup

At least one product in your Product Store

Customer Information

You can add this during invoice creation if needed

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Step-by-Step Invoice Creation

1

Start Your Invoice

Go to Invoices in the left sidebar and click the blue Create Invoice button in the top right corner.
Create invoice interface - light mode

Create Invoice Interface

This opens the invoice creation dialog with all the necessary fields.
2

Choose Your Customer

Select or add your customer:
Search existing customers: Start typing their name or email in the customer field to find them in your database.
3

Add Products to Invoice

Search and add products: Type to search your products, then:
  • Click the + icon to add items
  • Set quantities for each product
  • View automatic price calculations
You can add multiple products and adjust quantities. Pricing updates automatically.
4

Configure Invoice Details

Set your payment and delivery preferences:Due Date: Choose when payment is due Delivery Method: Select how to send the invoice
  • Email: Send directly to customer’s email
  • SMS: Send via text message
  • Manual: Generate link to share manually
5

Preview Before Sending

Click Preview to see how your invoice looks on both desktop and mobile.
Invoice preview showing professional layout

Invoice Preview

Review all details before sending to ensure accuracy.
6

Send Your Invoice

Once you’re satisfied with the preview, click Send Invoice to deliver it to your customer.
Customers receive a professional invoice with secure payment options.

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Invoice Management

  • Monitor real-time payment status
  • View when invoices are opened by customers
  • Track partial and full payments
  • Get notifications when payments are received
  • Resend invoices to customers
  • Download PDF copies
  • Mark as paid manually
  • Cancel or void invoices
  • Edit draft invoices
  • Automated payment reminders
  • Custom message capabilities
  • Payment confirmation emails
  • Professional invoice templates

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Success Tips

1

Keep Customer Data Updated

  • Ensure email addresses are current
  • Add all necessary customer contact information
  • Organize customers for easy searching
Accurate customer data ensures invoices reach the right people quickly.
2

Set Clear Payment Terms

  • Choose appropriate due dates
  • Be consistent with payment timelines
  • Consider your cash flow needs when setting terms
3

Monitor and Follow Up

  • Check invoice status regularly
  • Send gentle reminders for overdue payments
  • Track which customers pay promptly vs. need follow-up
Regular monitoring helps maintain healthy cash flow and customer relationships.