Creating and sending an invoice

An invoice starts as a draft you can edit freely, and becomes a trackable request for payment once you send it.

Before you begin

You’ll need a client already added — or you can add one while creating the invoice — and to know how you want your client to pay: card, bank transfer, cash, or check.

Steps

1. From your dashboard, select New Invoice.
2. Choose an existing client, or add a new one.
3. Add line items: description, quantity, and price. Add tax lines if you charge tax or VAT.
4. Set the currency, invoice date, and expiration date.
5. Choose the payment options to offer — Stripe card payment, bank transfer, cash, or check instructions.
6. Review the total, then select Send.

What happens next

Your client receives an email with a link to view and pay the invoice. The invoice moves from draft to sent, and its status updates automatically as your client opens and pays it — see Understanding invoice statuses for the full list.

Important behavior and limitations

• The Free plan is capped at 5 invoices per month; Solo and Team are unlimited.
• An invoice is locked once it’s paid, refunded, or cancelled. Before that, you can still edit a sent invoice — see What becomes frozen after you send an invoice for exactly what changes.
• Multi-currency invoicing is available on Solo and Team plans.
• If you edit a sent invoice, SimplePayment marks the previous payment link as out of date and prompts you to resend it.
• Want a customer’s invoices numbered on their own sequence instead of your account-wide one? See Using customer-specific invoice prefixes.