---
title: How to create and send an invoice with Veem
description: "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: Sele"
---

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# 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: 

<iframe width="256" height="144.64" src="https://www.youtube.com/embed/5foJtz9NNs0?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen title="Send and Track and Invoices with Veem - Updated" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

**Step 1:** [Log in](https://apps.veem.com/CustomerApp/o/signin) to your Veem account.

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

**Step 3:** Enter the recipient’s email address. Their contact information will populate automatically if they already have a Veem account.

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

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

![Get paid - Recipient - Customer application - Veem 2024-05-27 09-21-12](https://help.veem.com/hs-fs/hubfs/Get%20paid%20-%20Recipient%20-%20Customer%20application%20-%20Veem%202024-05-27%2009-21-12.png?width=488&height=331&name=Get%20paid%20-%20Recipient%20-%20Customer%20application%20-%20Veem%202024-05-27%2009-21-12.png)

**Step 4:** After entering the recipient’s email address (and details), on the next page, the first thing you'll do is choose the invoice currency

![Screenshot 2024-05-27 at 9.26.21 AM](https://help.veem.com/hs-fs/hubfs/Screenshot%202024-05-27%20at%209.26.21%20AM.png?width=354&height=119&name=Screenshot%202024-05-27%20at%209.26.21%20AM.png)

**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" ("**+**" icon)* 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.

![Screenshot 2023-05-24 at 3.06.56 PM](https://help.veem.com/hs-fs/hubfs/Screenshot%202023-05-24%20at%203.06.56%20PM.png?width=688&height=358&name=Screenshot%202023-05-24%20at%203.06.56%20PM.png)

**Step 6:** After you've created your line item invoice, you will enter the following information:

- Schedule or due date of the invoice (optional)
- The purpose of payment
- The payment description
- The Invoice number (optional)
- You can also choose to schedule this invoice as recurring. To learn how to do this, click [here.](https://help.veem.com/hc/en-us/articles/4409356908051-how-to-set-up-recurring-invoices?hsLang=en)

![Screenshot 2024-05-27 at 9.31.17 AM](https://help.veem.com/hs-fs/hubfs/Screenshot%202024-05-27%20at%209.31.17%20AM.png?width=464&height=393&name=Screenshot%202024-05-27%20at%209.31.17%20AM.png)

**Step 6:** Click "**Next***"* to add additional details such as:

- Notes to payer (optional)
- Terms of the invoice (optional)
- CC other on the invoice details (optional)
- Set invoice reminders

**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 necessary changes. Once the review is complete, please click the "***Send Invoice**"* button.

**Note**: Using the invoice builder option will create an invoice document and attach it to the request for you and your payer to download if needed. 

![Get paid - Review - Customer application - Veem 2024-05-27 09-38-42](https://help.veem.com/hs-fs/hubfs/Get%20paid%20-%20Review%20-%20Customer%20application%20-%20Veem%202024-05-27%2009-38-42.png?width=438&height=369&name=Get%20paid%20-%20Review%20-%20Customer%20application%20-%20Veem%202024-05-27%2009-38-42.png)

**Note:** For new users, an email and country will be required for the sender to create a payment request and/or invoice.

 

If you still need help creating or sending invoices with Veem, our Customer Success team is happy to assist you. 

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