---
id: help.invoices.create
title: "Create and send an invoice"
canonical: https://docs.secureprocessing.app/help/invoices/create-and-send-an-invoice
description: "Make a draft under , add its lines, press , then . Your customer gets an email with a page to pay on."
last_verified: 2026-11-01
---

# Create and send an invoice

Make a draft under **Invoices**, add its lines, press **Finalize**, then **Send**. Your customer gets an email with a page to pay on.

Who can: Owner, Administrator, Developer, Support can do this in [Invoices](https://dashboard.secureprocessing.app/invoices).

## Make the invoice

An invoice is addressed to a customer, and is emailed to the address on their record.

1. Open **Invoices** and press **New invoice**.
2. Choose the **Customer**. If they are new, press **Add a new customer**, or fill in the form if you have none yet. You come straight back with them chosen.
3. Choose the **Currency**.
4. Set **Due in (days)**. It counts from when you finalise, so a draft left for a fortnight is not already overdue.
5. Add a **Note to the customer** or **Small print** if you want.
6. Tick **Let the customer pay part of it** if they may pay in instalments.
7. Press **Create draft**.

## Add the lines

Under **Add a line**, choose an item **From your catalogue**, or **Write the line myself**. Choose a **Tax** rate for each line that needs one: [Add GST to an invoice](https://docs.secureprocessing.app/help/invoices/add-gst-to-an-invoice.md) explains how. Nothing is owed and your customer sees nothing while it is a draft.

## Finalize and send

1. Check every line. Finalising cannot be undone.
2. Tick **I’m sure** and press **Finalize**. The invoice gets its number, and its amounts are fixed.
3. Press **Send**. We email your customer a link to pay.

The page also shows **The link the customer pays on**, to copy and send yourself, and **Open the PDF**.

## If you made a mistake

- **A draft:** press **Discard**.
- **A finalised invoice:** press **Void** and raise a new one. It keeps its number and stays on record.
- **A debt you will not collect:** press **Write off**.

## Reminders

We email reminders three days before it is due, on the day, and then 3, 7 and 14 days after, until it is paid, voided or written off.

For developers: [Invoicing](https://docs.secureprocessing.app/invoicing.md)

## Related

- [Add GST to an invoice](https://docs.secureprocessing.app/help/invoices/add-gst-to-an-invoice.md)
- [How your customer pays an invoice](https://docs.secureprocessing.app/help/invoices/how-your-customer-pays.md)
- [Refund a payment, in full or in part](https://docs.secureprocessing.app/help/refunds/refund-a-payment.md)

Still stuck? Write to [admin@secureprocessing.app](mailto:admin@secureprocessing.app) with the invoice’s id, or the customer’s name.