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.

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.
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