Welcome to the new Get Paid experience! Whether you're just getting started or looking for answers to specific questions, this guide covers everything you need to know about creating, sending, and managing professional invoices.
From setting up your first invoice to customizing payment reminders, we'll walk you through the key features and answer the most common questions to help you streamline your payment operations and get paid faster.
Jump to the various sections using the following quick links:
- How do I create an invoice?
- How can I track my invoices?
- Can I edit an invoice once it has been sent out?
- Can I send automatic payment reminders to my customers?
- Can I cancel an invoice?
- What if I already have a customer list elsewhere? Is there a way to import my customer list?
- Can I use my company's logo on my invoices?
- Updating your invoice line item catalog
- What if I just want to send a payment link?
- How to customize my invoice settings
- How can I add different tax rates for my invoices?
How do I create an invoice?
You can create and send a professional, company-branded invoice from the Invoices tab.
1- Select Get Paid from the left sidebar.
2- In the Invoices tab, select +Create Invoice.
3- Add your invoice details and customize as needed.
4- Preview and send your professional invoice.
For step-by-step instructions, check out our comprehensive guide.
How can I track my invoices?
Track your invoices from the Invoices tab to view status, due dates, amounts, and more. Use filters for quick access and management. The Customer tab provides additional tracking features, showing your customer list, invoice counts, total paid amounts, and outstanding balances. For a more in-depth look, visit this guide.
Can I edit an invoice once it has been sent out?
Yes! You can edit an invoice until it's processed by the customer:
- Select Get Paid from the left sidebar.
- Find your invoice in the Invoices tab.
- Select the three dots on the right side.
- Choose Edit.
After editing, customers automatically receive the updated invoice via email. Once an invoice is marked as Processed, no further changes can be made to the invoice. For step-by-step instructions, check out our comprehensive guide.
Can I send automatic payment reminders to customers?
Yes! You can easily configure the payment reminder notifications sent to customers for all your invoices. To configure these automatic reminders:
1- Select Settings from the left sidebar.
2- Under Get paid, select Notifications and reminders.
Here, you can turn reminders on and customize them. You can also override these settings for individual invoices from the Invoices” tab.
1- Go to the Invoices tab.
2- Find your invoice.
3- Select the three dots on the right of the invoice listing and select Send Reminder.
Can I cancel an invoice?
Yes, until the invoice is marked as Processed, you can cancel an invoice and notify your customer of the cancellation. When an invoice is marked as Processed, it means that the customer has paid the invoice.
1- Select Get Paid from the left sidebar.
2- Locate your invoice in the Invoices tab.
3- Select the three dots on the right side of the invoice you want.
4- Select Cancel Invoice.
5- From the pop-up check Notify my customer if you want to let them know the invoice was canceled. Then select Cancel Invoice to confirm cancellation. The invoice status will be updated to Cancelled. For more details, consult the complete guide.
What if I already have a customer list elsewhere? Is there a way to import my customer list?
You can upload a CSV file of your existing customer list as a single file. To do this, follow these steps:
1- Select Get Paid from the left sidebar.
2- Select the Customers tab.
3- Select the Import button at the top of your customer list.
You can then follow the instructions to import your full customer list.
Can I use my company's logo on my invoices?
You can upload your company logo in the account settings. You can even add your brand color! To upload:
1- Select Settings from the left sidebar.
2- Under Company, select Company Settings.
3- Scroll down to the bottom of the Company settings and add or edit your logo.
This logo will then appear at the top of all future invoices. To follow the step-by-step instructions, please refer to the following guide.
Updating your invoice line item catalog
While the new line items you add when creating an invoice are automatically added to your line item catalog, you can also easily manage these items from your account settings. Here, you can upload a list of items and services as a CSV file or add items manually. To access these settings, follow these steps:
1- Select Settings from the left sidebar.
2- Under Get Paid, select Invoice Items.
From here, you can manage your invoice line item catalog, tax rates, discounts, and service fees by choosing the appropriate tab. Select the three dots to the right of the listed item to edit or delete specific invoice items.
For comprehensive coverage of this topic, see the following guides:
- How to upload multiple items at once to your item catalog
- How to delete an item from your item catalog
- How to edit an item in your item catalog
- Adding a discount in the account Settings
- Adding a service charge in the Settings
What if I just want to send a payment link?
Do you need to send a quick payment link? You can still do that! Create an invoice and choose "Share a payment link" to offer instant payment options while maintaining your records.
1- Select Get Paid from the left sidebar.
2- In the Invoices tab, select +Create Invoice.
3- Create the invoice.
4- Select Create and share.
5- In the sharing options, select Share a payment link.
6- Copy the payment link.
This allows you to access the link and keep the invoice for reconciliation. Refer to this guide for additional context.
How to customize my invoice settings
You can easily configure the settings for new invoices. These global settings can also be overridden on individual invoices. To configure your invoice settings, follow these steps:
1- Select Settings from the left sidebar.
2- Under Get Paid, select Invoice Settings.
Here, you can configure your invoice numbering format, personalize your invoice note memo on your invoices, and set your default payment options. You can save custom payment options on the invoice’s footer, online page, and email.
For complete details, please see the following guides:
How can I add different tax rates for my invoices?
You can add a new tax rate when you create a new invoice. Select the pencil icon next to the preset tax rate to do this. The new tax rate you add will automatically be added to your list of existing tax rates.
You can also add and manage default tax rates from your account settings. To access these settings, follow these steps:
1- Select Settings from the left sidebar.
2- Under Get Paid, select Invoice Items.
3- Select the Tax tab.
4- Select the Add tax button above the list to add a new tax rate.
From here, you can manage your invoice line item catalog, tax rates, discounts, and service fees by choosing the appropriate tab. To edit or delete a specific tax rate, select the three dots to the right of the listed rate. To learn more, please see the following guide.