Invoices allow you to bill a client for your product or service. Invoices can de denominated in fiat or bitcoin, and you can customize the payment methods accepted for each individual Invoice.
Create a new Invoice
Click the [+] icon in the top right corner of the app and select Invoice, or click Invoices in the main navigation and then click the [ + New Invoice ] button.
The Invoice edit page contains various sections each with required and optional fields. These are outlined below.
Details
Contact * | Each Invoice requires a Contact, so the first thing you need to do is select from your list of saved Contacts, or create a new one. See: How do I create a new Contact? (Required) |
Number * | This is auto-populated, and is incremented by 1 from the previous Invoice issued for this individual Contact. You can edit this if you need. (Required) |
Invoice Date | This is the issue date of your Invoice. |
Payment Terms | This field is auto-populated from the Contact defaults, but can be changed. |
Currency | Choose the currency this Invoice is denominated in. Invoices denominated in fiat may be paid in BTC—and vice versa. |
PO Number | Add an optional PO Number or reference for the Invoice. |
Invoice Title | Add an optional Title for the Invoice. |
Items
Each Invoice needs at least one Line Item.
Item Title | Add a Title for this item. When you start typing, we will show you previously used Line Items that you can click and populate. |
Unit Price | This is the rate, or cost, of the item you are selling. For example: 49.95 |
Quantity | This is the quantity of this item you are selling. For example: 10.00 |
Discount | Add an optional Discount on this line item. |
Tax | Add an optional Tax rate on this line item. |
Description | Add an optional description for this line item. |
You can click the [ + New Line Item ] button to add additional Line Items.
Payment
This is where you can choose your preferred payment methods to accept for this Invoice.
Default | Your default Checkout will be used. To edit your default Checkout, click the Checkout button in the main navigation. |
Custom | You can customize the payment methods available for this specific Payment Link. This will create a customized configuration that will be loaded on the checkout page for this Payment Link only. |
You can click the [Preview] button at any time to see what your payment methods will look like on the Checkout page.
Options
Customer Note | This is an optional field that will be pre-populated with the Contact's default. |
Preview
This Preview section will display the information you have entered in the fields above.
When you are ready, click the [Save] button or click [ Send ] to send your Invoice.
Learn more: How do I send an Invoice?
Video Tutorial
A video tutorial is available on our YouTube channel.