Skip to main content

Create and send invoices (Dashboard)

Email customers with an invoice and accept cryptocurrency payments on a pre-built invoice checkout.

1. Create customers

If you don't have a cryptocurrency wallet, install and set one up from this list.

  1. In the Invoices page, open the Customers page.
  2. Click +Create customer.
  3. Enter their details and click +Create customer.

Now that you have created a customer, you can generate an invoice for them.

2. Create an invoice

  1. In the Dashboard, open the Invoices page.
  2. Click +Create invoice.
  3. Select your customers or create new customers by clicking +New.
  4. Select the blockchains you want to receive payments on.
  5. Select the tokens you accept as payment currencies.
  6. (Optional) Click the Invoice due date toggle to set a due date for the invoice. Select from the date picker to the right to set a due date.
  7. (Optional) Click the Invoice has memo toggle to add a memo to your invoice.
  8. Select the products you want to charge on your invoice. Create new ones by clicking +New.
  9. Add line items by clicking +Add and fill out the details.
  10. Click Create invoice.

3. Track invoices

You can track pending, overdue and paid invoices in the Invoices page.