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Send Your First Invoice

Invoices let you send professional, branded payment requests with line items, taxes, and due dates. Your customer receives an email with a link to pay.

  1. Go to Invoices

    In the dashboard sidebar, click Invoices. Then click Create Invoice.

  2. Add customer details

    Enter your customer’s name and email address. If you’ve invoiced them before, select them from the dropdown.

  3. Add line items

    Click Add Line Item and enter:

    • Description (e.g., “Logo design”)
    • Quantity
    • Unit price

    Add as many line items as you need. You can also link items to products from your catalog.

  4. Configure invoice details

    Set the following:

    • Due date — when payment is expected
    • Invoice number — auto-generated as INV-0001, INV-0002, etc.
    • Tax — uses your default tax rate from Settings, or override per-invoice. If you are a VAT-registered EU merchant (see Tax & VAT settings), each line instead takes a VAT rate (defaulting to your standard rate), and the invoice shows a per-rate VAT breakdown.
    • Discount — optional per-line percentage or fixed amount

  5. Preview and send

    Review the invoice preview to check amounts, line items, and branding. When ready, click Send Invoice. Your customer receives an email with:

    • Invoice summary
    • A “Pay Now” button linking to the hosted payment page
    • A PDF attachment of the invoice

  6. Track payment

    Back on the Invoices page, your invoice shows its current status:

    • Draft — saved but not sent yet
    • Sent — email delivered, awaiting payment
    • Paid — payment confirmed on-chain
    • Overdue — past due date, not yet paid

What’s next?

Section titled “What’s next?”