Creating an Invoice
Create and send professional invoices to your clients, enabling them to easily pay you in stablecoins such as USDC and USDT.
Last updated
Create and send professional invoices to your clients, enabling them to easily pay you in stablecoins such as USDC and USDT.
Last updated
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.
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.
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.
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).
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
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.
Download Invoice: Customers can download a PDF version of the invoice.
Pay This Invoice: Will direct your customers to the payment page.
