Create, send, and get paid on an invoice

Create a professional invoice, send it as a branded email with a link to view and download, and record the payment when it arrives.

Create and send:

1. Go to Invoices in the sidebar, then click New invoice.
2. Pick the customer in Bill to.
3. Set the Issue date and Due date. Quick presets are On receipt, Net 7, Net 14, and Net 30.
4. Add line items: item, description, quantity, unit price, and optional tax. Click Add line for more rows.
5. Click Save and send. In the send window, set the recipient, subject, and message, preview the PDF, then click Send invoice. Your customer gets a branded email with a link to view and download it.

Record a payment:

1. Open the invoice and click Record payment.
2. Enter the amount, the date, and the account it was deposited to. Partial payments are supported, so you can record more later.

Manage an invoice (the More menu):

• Duplicate copies it to a new draft.
• Void reverses a posted, unpaid invoice while keeping its number. Drafts are deleted instead.
• Invoices past their due date without full payment turn Overdue automatically each morning.

Note: customers cannot pay by card directly through BooksGPT yet. Collect payment your usual way (bank transfer, check, or your own payment link) and record it on the invoice.

Updated on: 20/06/2026