Creating and sending professional invoices is quick and easy directly within the app. You can personalise your design, set your own payment terms, and choose how you’d like to be paid, whether that’s by bank transfer or card. Once sent, you can even track if your customer has received the email, so you’re always in the loop. ✅
Creating a new invoice
To get started, make sure you're using the latest version of the app.
Start the process: Open the app and tap the Get paid tab along the bottom navigation bar.
Select your customer: Tap New invoice and select Add a customer. You can choose someone from your existing list or add a new contact by tapping + New customer. 📄
Add your items: Tap Add item to list your services or products. You can select a recently used item or create a new one by entering a description, unit price, and quantity. ➕
Set the details: Choose your issue date and payment terms. You can also select your preferred payment method, such as Account transfer or Card payments via Stripe, and add a friendly note for your customer. 💳
Personalising your design
You can make your invoices match your brand by selecting Invoice design. Here, you can personalise the layout and add your business logo to give it a professional finish.
Previewing and sharing
Before you send anything, tap Next to see your options:
Preview invoice: See exactly what your customer will see to ensure everything is correct. 👀
Approve invoice: Once you're happy, approve it to generate the final version.
Once approved, you can share the invoice with your customer via a payment link, as a PDF, or by email. 📧
How to track email delivery
We’ve built email delivery receipts into the app so you’ll always know if your invoice has reached your customer's inbox. 💪
To check the status:
Go to the Get paid tab and tap on the sent invoice you want to track.
Scroll to the bottom of the screen to find the Sent emails section.
Tap the entry to see specific details, including the date it was sent and the current delivery status. 📦