Creating an invoice with Veem is simple and easy.
To create and send an invoice through your Veem account, click the Get Paid button to the left-hand side of your dashboard. Then, click Send Invoice.
At the top of the screen, enter the contacts email or business name where it says Payer's Email or Business Name.
Note: If the contact is not part of your network, you'll need to add them as a contact. For help, click here on how to add a contact to my Veem account.
Begin filling out all Invoice Information.
If you need to add more than 1 item to your invoice, click Add line item.
Fill out the additional information. Link sending a payment, Purpose of Payment and Purpose of Payment Description are required. And any additional information you would like to add can be adding in the spaces provided.
You can set reminders for the recipient at 3 and 1 days.
Click Review and Confirm.
Review your invoice. A PDF version of your invoice will be automatically created. You can view it by clicking the link where it says invoice files.
Click Send Invoice.
Still need help? You can chat or call our Customer Success team here.