Guide
How to Send an Invoice
A simple, repeatable process that helps you invoice professionally and get paid faster.
Confirm customer details
- Correct email address
- Correct business name and address (if needed)
Build the invoice
- Add line items and quantities
- Check totals and any tax/VAT handling
Send and track
- Share the invoice PDF
- Track payment status and follow up when needed
Need a VAT invoice checklist?
Use the quick VAT invoice guide to reduce mistakes.