How to create and share an invoice

Updated May 28, 2025 11:13

You can create and send branded invoices that reflect your company's identity. Customize the invoice with your logo, preferred payment methods, and terms. When you're done, send it to your customer and track its progress. This guide will walk you through creating and sending professional, branded invoices directly from your Get Paid dashboard. The following sections are included:

Creating a new invoice
Adding the invoice details
Adding the invoice items
Adding discounts and service charges
Payment options and finalizing
Sharing the invoice

To create and share an invoice, please follow the steps below.

Creating a new invoice

1- Select Get Paid from the left sidebar.

2- Select the + Create Invoice button at the top right corner of the Get Paid dashboard. This opens the "Create invoice" screen, where you can begin creating your invoice.

How to create an invoice with Melio

Adding the invoice details

3- To add a customer name to your invoice, simply start typing the customer's name.

Adding existing customers
- As you type, customers that have already been added to your account will appear in the drop-down list.

Select the customer’s name from the list to add the customer to the invoice you are creating.

Adding new customers
- If a customer hasn't been added to your list yet, type their full name and select + Add new customer.

In the pop-up, add their contact information and select Save.

The customer will be saved to your list and added to your invoice.

4- The invoice number is added automatically. You can edit this by selecting the Invoice # text field.

5- Edit the Invoice due date by selecting the Invoice due drop-down menu. You can select from preset due dates or create a custom one. If you select Custom, you'll be prompted to enter the specific date.

6- The Note on invoice text field can be used to leave a note or terms to the invoice.

7- To add file attachments, select Select file attachment. You can upload PDF files from your device (only PDF files are supported, up to 10 files totaling 10 MB).

Adding the invoice items

You can add detailed descriptions of your products or services under the Invoice items section using the item catalog library.

Managing your item catalog

You can build a catalog of all service or product items you add to invoices, making it easy to reference when creating new invoices. Line items added when creating invoices are automatically saved to your catalog. You can also manage these items from account settings by:

Uploading items as a CSV file
Adding items manually
Editing or deleting existing items

For more details, see our guides on:

8- To search or add items to the invoice, start typing the item name in the search bar.

Adding existing items:

a. As you type, the list will show items already in your catalog.

b. Select an item to add it to your invoice.

c. The item name and price/rate will be added, and you can edit the quantity or add tax as needed.

d. Select + Add another item to add more items, which opens a new item row.

Adding new items:

a. Type the full item name and select + Add new item. The new item will be added to both your invoice and item catalog for future use.

b. Edit the quantity, price/rate, and tax as needed.

c. Select + Add another item to add more items.

9- Once you've added all line items, a subtotal and total will be automatically calculated.

Adding discounts and service charges

10- To add a discount, select + Add discount.

11- In the pop-up window, you can type in the discount name in the search bar.

Using existing discounts:

a. Previously used discounts appear in search results.

b. Select the desired discount.

c. The type and value will be prefilled. You can edit these fields if needed.

d. Select Save to add it to the invoice.

Creating new discounts:

a. Type the full discount name and select +Add new discount.

b. Edit the discount type and enter the value in the Value field.

c. Select Save. The discount will be added to your item catalog for future use.

12- To add a service charge, select + Add service charge.

13- In the pop-up window, type the service charge name in the search bar.

Using existing service charges:

a. Previously used charges appear in search results.

b. Select the desired charge.

c. The type and value will be prefilled. You can edit if needed.

d. Select Save to add it to the invoice.

Creating new service charges:

a. Type the full service charge name and select + Add new service charge.

b. Edit the service charge type and enter the value in the Value field.

c. Select Save. The service charge will be added to your item catalog for future use.

Payment options and finalizing

14- Under Payment options, select which payment methods you want to make available to the customer. You can also edit some payment options.

15- Select + Add custom payment option to add custom payment details, such as bank details for wire transfers, address for checks, or other payment information.

16- Check or uncheck Send automatic payment reminders as desired. These reminders are automatically sent to customers before payments are due. You can customize these reminders in Settings.