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Create an invoice

Send a branded invoice that the customer pays online.

5 min read Updated 2026-04-24
  1. 1
    Open Payments → Invoices → New
    Or create one straight from a contact record.
  2. 2
    Pick the contact
    Search by name, email, or company. New contacts are created on the fly.
  3. 3
    Add line items
    Pick from your Products library or type a custom item.
  4. 4
    Set tax, discount, and due date
    Tax rates are configured in Payments → Settings.
  5. 5
    Choose a gateway
    Card, ACH, PayPal, or all three.
  6. 6
    Preview and send
    Send by email and SMS. The customer pays online; the invoice updates to Paid automatically.

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