How to create and send an invoice with Veem

Veem makes it easy to create and send customized invoices. To create and send an invoice with Veem; clients can opt to either send one without an invoice attachment, send one with an invoice attachment (using the Invoice builder option) or upload one (if they have any).

Option 01: Create and Send an Invoice (without an invoice attachment)

Step 1: Log in to your Veem account.

Step 2: Select the "Get Paid" button from the lefthand of the Dashboard. Then, start by entering the recipient’s email address. If they already have a Veem account, their contact information will populate automatically.

If the recipient does not have a Veem account, start by adding their primary email and country.

Additionally, you can opt to create a contact (add a new contact) if you have your customer's business, contact and banking information. This can help streamline your payments and make processing faster for both sides. 

Step 3: After entering the recipient’s email address (and details), on the next page, please add the basic invoice information, such as: 

1. The date that will appear on the invoice
2. Payment terms for the invoice (e.g. due upon receipt, due within 30 days, etc.)
3. The amount and currency you wish to be paid in
4. A future date if you wish to schedule for a later time
5. The purpose of Payment

Step 4: Please click on "Additional Information" and on the next page, you can opt to include additional information such as the invoice number.

Step 5: Once all the details are included, please click on the "Review" button.

Step 6:Review the details on the next page, and feel free to make any changes that are necessary. Once the review is complete, please click "Send Invoice" button.

Option 02: Create and Send an Invoice (with an invoice attachment)

Please follow steps 01, 02, and 03 as outlined above.

Step 4: Please click on "Additional Information" and on the next page, you'll see an option to upload an invoice.

Step 5: Once the invoice has been uploaded, please click on the "Review" button. 

Step 6: Review the details on the next page, and feel free to make any changes that are necessary. Once the review is complete, please click "Send Invoice" button.

Option 03: Create and Send an Invoice (using the Invoice builder)

Please follow steps 01 and 02 as outlined above.

Step 3: After typing the customer’s email address (and details), on the next page, please click on the option to "Create request with invoice builder"

Step 4: Add the basic invoice information, such as:

1. 1. The date that will appear on the invoice
   2. Invoice Number
   3. Payment terms for the invoice (e.g. due upon receipt, due within 30 days, etc.)
   4. The amount and currency you wish to be paid in
   5. A future date if you wish to schedule for a later time
   6. The purpose of Payment

Step 5: Now it’s time to add the items. Enter a description of the item, the quantity of the items being purchased, and the price of a single item.

1. Add additional items by clicking the "Add Line Item" button.
2. Once all of your items have been added, you can add discounts, tax, and shipping. You can also upload your custom business logo to personalize your invoice.
3. Click "Additional Information" to add details for your terms, add any additional notes, and copy any other people you wish to receive the email.

Step 6: Once that's complete, select the "Review" button.

Step 7:Review the details on the next page, and feel free to make any changes that are necessary. Once the review is complete, please click "Send Invoice" button.

Note: Using the invoice builder option will create an invoice document and attach it to the request.
Note: For new users, an email and country will be required for the sender to create a payment request and/or invoice.

If you are still unable to create or send invoices with Veem, our Customer Success team is happy to assist.