An invoice from Kanamé carries your logo and business details, goes out by email or text, and lets the customer pay online. You see the moment it’s paid, and overdue ones are flagged for you.
Start an invoice
- Select Payments in the left menu. You land on Invoices.
- Select New at the top right, then New Invoice.
- Under Customer Information, select the customer. If they aren’t a contact yet, add them from here. Your business name, address and logo fill in on the right. To change them, select the pencil next to Business Information.
Fill in the invoice
- Check the Invoice Number, Issue Date and Due Date. The number counts up on its own.
- Under Add Products, select Add Product and pick from your list, or type a new item with its price. Change the quantity if needed.
- Add a Discount or Tax from the links under the items if they apply. Tax can be set to add itself.
- Under Additional Options, add terms, a note, or an attachment if you want them on the invoice.
- Watch the preview on the right. That’s what the customer sees.
Send it
- Select Send at the top right.
- Choose Email, Text, or both, and check the message.
- Select Send. The customer gets a link to view and pay the invoice online. Not ready to send? Select Save instead and it sits in Draft until you are.
Someone paid you in cash or by e-transfer?: Open the invoice from the list and use Record payment to mark it paid by hand. It stops the reminders and keeps your records straight.
Keep track
The Invoices list shows each invoice with its status: Draft, Due, Paid or Overdue, and the totals at the top. Open any invoice to resend it, download a PDF, or see the payment.
Where to go next
- Get paid with a payment link: a link for a set price, with no invoice.
- Add a contact: the customer needs an email or phone number to receive the invoice.
- Install the Lead Connector app: send an invoice from your phone.