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; please see the video or follow the steps below: 

Step 1:Log in to your Veem account.

Step 2: Select the "Get Paid" button from the lefthand of the Dashboard. Then, select the second tab "Create Invoice".

Step 3: 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 4: 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 customer Invoice number (optional)
4. A future date if you wish to schedule for a later time
5. 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.

Step 6: 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 7: Once that's complete, select the "Review" button.

Step 8: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.