You can create and send invoices using our platform without connecting a bank account. Here’s how to get started and ensure your invoices are sent properly:
Creating an Invoice
Start a New Invoice:
Tap the + button at the top of the page to begin.Enter Invoice Details:
Input the invoice amount.
Add the tax rate, if applicable.
Provide a description of the invoice (e.g., "50% materials deposit").
Set Payment Terms:
Specify when the payment is due, such as "Due upon receipt" or "Net 15 days."
Save the Invoice:
Once all details are added, save the invoice.
Sending the Invoice
Choose Sending Options:
After saving the invoice, you can:Send it immediately.
Schedule it for a later time.
Save it as a draft for further edits.
Review Before Sending:
Double-check all details, including:Your company logo.
Contact information.
Invoice breakdown and terms.
Send the Invoice:
Share the invoice via email or text directly with your client.
What Happens Next?
Client Receives the Invoice:
Your client will get the invoice with a link to view its details.Payment Options for the Client:
The invoice includes a "Proceed to Pay" button, enabling clients to pay via:ACH Bank Transfer: 1% fee.
Credit Card Payment: 3.6% fee.
The processing fee updates automatically based on the payment method selected.
By following these steps, you can efficiently send invoices to your clients without the need for connecting a bank account.