Access the Invoice Section
Select Invoices in the tab
From your dashboard sidebar, click "Invoices" under the Match section.
Click Create Invoice
On the Invoices page, click the "Create Invoice" button.
Fill out Customer Information
Select your invited customer
Choose your invited customer from the "Select Customer" dropdown.
Or fill out customer information without inviting
No invited customer yet? Click "fill customer information without inviting" to enter their details manually.
Enter the customer's email address
Enter the email address of the customer you want to receive the invoice.
Fill out the rest of the customer details
You can also fill out other details such as Company Name, Relevant Person Name, Address, Tax Office, and Tax Number.
Select the customer's country
Lastly, you need to select the country of your customer.
Fill out Invoice Details
Add an Invoice Title
Define your invoice by adding an Invoice Title.
Select the invoice currency
Select the currency of your customer.
Select the Due Date
Select the Due Date of your invoice — 10 days, 15 days, 30 days, 60 days, or a Custom Date.
Pick a custom date if needed
If you selected Custom, here's how to select a custom date using the date picker.
Fill out the Project Description
Fill out the Project Description, a minimum of 100 characters.
Upload supporting files (optional)
Optional only, but you can upload files related to your project.
Fill out Invoice Items
Fill out the Description field
Make sure to put every detail about the invoice, e.g., Product or Service, Billing Period, CoC number, etc. Sample description: "Consulting services rendered for March 2025 | CoC Number: COC-2025-03-014".
Fill out the Quantity and Amount
If hourly, please put the number of hours rendered for the specific period in the "Quantity" field and the rate per hour in the "Amount" field.
Add more invoice items if needed
Click "Add Item" to add more invoice items.
Select the Category and Sub Category
Lastly, select the "Category" and "Sub Category" of your product or services.
Finalize the Invoice
Check the totals
Check the amounts entered and the total amount after the fee.
Apply a coupon code (optional)
You can use our one-time code "FIRSTFREE" to get 0% fee on your first invoice. To use it, put FIRSTFREE in the Coupon Code field, hit "Apply", and click "Use Coupon".
Create the invoice
Finally, if everything's good, click "Create Invoice." A notification will be sent to your customer via email together with a copy of the proforma.
You're all set
Once your invoice is created, a notification will be sent to your customer via email together with a copy of the proforma.
Go to Remotify →
