The first time you create an invoice, you’ll be asked to add your payment and email details. Add these details so that customers know who the invoice email is coming from and how they can pay you.
When you want to ask for payment, it’s time to send an invoice. Go to Money in, tap + and Create invoice to get started.
Pick your customer – keep track of who you’re selling to and who owes you money. Choose a customer in the Customer field, or tap + to add a new customer.
Check your payment terms – this lets your customers know when their payment is due. The due date is remembered for each customer. You can also change your invoice number here. If you change it, future invoice numbers will continue on from the new number.
Add what you’ve sold – add the details of the products or services you’ve sold, including the quantity (in whole numbers, no decimals) and price. For example, you sell 2 hours of consulting at $200 an hour or 3 boxes of flowers at $150 per box. If applicable, you can change the tax code, but GNR does not apply to income. If you're offering a discount, enter the reduced price.
Add extra information – you can send your customer a note to add a personal touch or give them more details about their invoice. For example, you can add your PayID information here.
Once you’ve finished putting together the invoice, tap Save. Choose to send it now or save it for sending later. If you use Tap to Pay, you can take payment.
Has your customer made a payment? Record their payment.
Send automatic payment reminders to a customer
Invoice reminders only work for invoices sent directly from the app by tapping Send after creating the invoice. Invoice reminders won’t be sent for invoices that have only been shared as PDFs. For example, if you've sent it through your email or messaging app.
Get paid faster by automatically reminding customers to pay their invoices. Once you’ve turned on payment reminders for a customer, they’ll receive an email 3 days before an unpaid invoice is due, then another reminder on the due date and finally when it’s overdue by 1 day.
Go to Money in and tap to open a customer’s unpaid invoice, then tap Edit or create a new invoice for them. Tap Payment terms and select the option Send payment reminders. When you tap Save, this customer will receive payment reminders.
To turn off payment reminders for this customer, repeat these steps and deselect the Send payment reminders option.
What reminder emails look like
First email (3 days before due date)
Second email (on due date)
Final email (1 day past due date)
Resending an invoice
Email it – go to Money in, tap the three dots and choose All invoices then select the invoice. Tap More and tap Send invoice. You can change who you’re sending it to and what’s written in the email. Tap Send when you’re ready to email it.
Share it as a PDF – go to Money in, tap the three dots and choose All invoices then select the invoice. Tap Preview and tap the share button in the top right corner. You can share it through any of your text messaging apps.
Previewing an invoice
After you've saved an invoice, you can preview it as a PDF. Go to Money in, tap the three dots and choose All invoices, then select the invoice and tap Preview invoice.
If you want to share it, tap the share button in the top right corner. Then choose how you want to share it, for example, through your messaging app.
Send an invoice in an SMS
You can send an invoice as a PDF in a text message or using a messaging app:
While you're sending the invoice – after you've tapped Save, tap Share. On the invoice preview, tap Share, choose your messaging app and send it to your customer.
After you've saved the invoice – go to Money in, tap the three dots and choose All invoices. Open the invoice, tap More, tap Share invoice then Share. Then choose your messaging app and send it to your customer.
Troubleshooting
Error: Failed to send email
This error typically happens when you try and send an invoice email, and there’s no email address that’s been added to invoice settings for customers to reply to.
Add an email address in the settings.
Go to Money in and tap settings (⚙) in the top right.
Tap Invoice settings then Invoice emails.
Next to Reply-to email, tap Add.
Enter the email address and tap Save.
Error: Failed to create invoice
One of the main reasons your invoice may have given you the error ‘Failed to create invoice. Please try again.’ is because the GNR tax code was used on an item. GNR is not an applicable tax code for income. You can fix this by creating the invoice again and using another tax code.
How do I record cash sales or income that’s already been paid?
We’re still building a way in the app for you to record sales that have been paid in full, but for which you didn’t send an invoice. This can happen when you don't know your customer's details. Until we’ve built the solution, here's a workaround to record this type of income.
Set up a ‘Cash’ customer so you can record income
Go to Money in and tap settings (⚙) in the top right.
Tap Customers then +.
Choose Business (instead of Individual).
In Business name, enter Cash. If you’re paid by card for sales that you don’t send invoices for, you can repeat these steps and create a customer called Credit card.
Tap Save.
You can use this customer for all sales that you’ve already been paid for and didn’t send an invoice for.
Record income using the ‘Cash’ customer
Go to Money in, tap + and Create invoice.
For the customer, choose the Cash customer.
For the payment terms, set the Issue date to match the Due date.
Add what you’ve sold.
At the bottom right, tap the three dots (…) then tap Save. The invoice will appear in your invoice list.
Open the invoice and tap Add payment.
Enter the payment details – the payment date will be the same as the invoice issue and due date.
Tap Save.
Why do my invoice emails say they're from 'New Business - Get Started'?
The default name New Business - Get Started is used when you haven’t added a From name in invoice settings. You can change the name to something more meaningful, like your name or your business name:
Go to Money in and tap settings (⚙) in the top right.
Tap Invoice settings then Invoice emails.
Next to From name, tap New Business - Get Started.
Enter the name and tap Save.