Creating an Invoice

Create and send professional invoices to your clients, enabling them to easily pay you in stablecoins such as USDC and USDT.

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.