Sales & money
Send an invoice
Create and send an invoice, get paid online, and chase late payers automatically.
Before you start
- Your business details and bank details are in Payments → Settings (Payment settings).
The steps at a glance
Step 1 of 5
In the menu on the left, tap Payments. On a phone, tap the ☰ menu button at the top first.
Tap New invoice.
Tap Find a customer, add lines, and choose a Due date (e.g. 14 days).
Tick Send reminders automatically. Tick Repeat this invoice for monthly clients.
Tap Save & send.
✅ How do I know it worked?
- The invoice gets a number and shows under Sent. When paid it moves to Paid.
⚠️ Common mistakes
ProblemNo VAT is added.FixTick I'm VAT registered and add your VAT number in Payment settings.
ProblemThe draft has no number.FixThat's normal. Numbers are given when you send, so there are never gaps.
ProblemCustomer paid by bank transfer.FixOpen the invoice and tap Record payment.