# Creating an Invoice 

### **Step 1: Access the Invoice Feature**

* **From the BraidPay dashboard:** Click on **Create Invoice** to start the process.
* **Using the Shortcut Menu:** Click the **+** icon in the upper right corner, select **Invoice, or** press **Shift + I** for quick access.

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### **Step 2: Customer and Invoice Details**

* **Invoice Date:** Automatically set to the current date, but you can modify it if needed.
* **Customer:** Search for an existing customer or add a new one by entering their name and email address.

### **Step 3: Add Items and Pricing**

* **Items:** Add details of the items or services you are invoicing for.
* **Description:** Provide a brief description of each product or service.
* **Quantity (QTY):** Set the quantity for each item.
* **Price:** Enter the price per item in USDC.
* You can add multiple items by clicking **Add Item**.

### **Step 4: Payment Collection Settings**

* **Due Date:** Select a due date for the invoice.
* **Select Token:** Choose the currency you want to receive payment in (e.g., USDC).
* **Networks:** Select which blockchain network the customer can use for payment (e.g., Ethereum, Polygon, Base, Solana).

### **Step 5: Invoice Preview**

* A real-time preview of the invoice appears on the right side of the screen, showing:
  * Customer name
  * Amount due
  * Detailed item breakdown
  * Options for the customer to **Download Invoice** or **Pay This Invoice**

### **Step 6: Send or Save Invoice**

* **Save Draft:** Save the invoice as a draft if you’re not ready to send it yet.
* **Send:** When ready, click **Send** to email the invoice to your customer or download it as a PDF to send manually.

### **Step 7: Customer Payment Experience**

* **Download Invoice:** Customers can download a PDF version of the invoice.
* **Pay This Invoice:** Will direct your customers to the payment page.&#x20;