--- title: "How do I send an invoice in Cleo Pay?" description: "Open Get Paid, click New Invoice, pick the customer, add your items and payment terms, then click Submit and choose Save and Send. Your customer gets an email with a link to pay you by bank transfer." url: https://cleo-pay.com/help/send-an-invoice category: "Invoices and getting paid" audience: [business] updated: 2026-10-22 support: support@cleo-pay.com --- # How do I send an invoice in Cleo Pay? > Open Get Paid, click New Invoice, pick the customer, add your items and payment terms, then click Submit and choose Save and Send. Your customer gets an email with a link to pay you by bank transfer. To send an invoice, open **Get Paid** in the sidebar and click **New Invoice**. Pick the customer, add what you're billing for, choose the payment terms and click **Submit**. Then pick **Save and Send** to email it. Your customer gets a link to pay you by bank transfer, and they don't need a Cleo Pay account. ## Create the invoice 1. Click **Get Paid** in the sidebar, then click **New Invoice**. 2. Under **Contact**, pick your customer. If they aren't listed, click **Add a Contact** and enter their name and email. 3. Check the **Number**. If automatic numbering is on, it's already filled in. You can type over it. 4. Set the **Issue Date** and pick the **Payment terms**: **Due on receipt**, **Net 7**, **Net 14**, **Net 15**, **Net 30**, **Net 60** or **Custom**. The **Due Date** follows the terms you pick. 5. Under **Items**, enter each thing you're billing for with its quantity and rate. Click **Add item** for another line. 6. Click **Submit**. Already have the invoice as a PDF? Drop it on **Import invoice** at the top of the form, and Cleo Pay fills in the form from it. Check every line before you send. To come back to an invoice later, click **Save as draft** instead of **Submit**. Drafts sit in the **Draft** tab on the Get Paid page, and your customer can't see them. ## Add tax or a fee Below the items, click **Taxes & fees** to add sales tax, a gratuity, a service charge or another fee. Each one can be a percentage or a fixed amount. If your form shows **Deductions**, use it to give a discount. If you charge the same tax on every invoice, an admin can set it once in **Settings** > **Payments** under **Taxes & fees**. It's then added to each new invoice for you. Sales tax set there can be switched off for tax-exempt customers. ## Send it When you click **Submit**, Cleo Pay asks how you want to finish: | Option | What happens | |---|---| | Save | Saves the invoice. It's only emailed on its own if the customer is a business you're connected with on Cleo Pay | | Save and Send | Saves the invoice and opens an email for you to review before it goes out | With **Save and Send**: 1. Check the **To** line. Your customer's email is filled in if we have it. Click **Add Cc / Bcc** to copy someone else. 2. Change the **Subject** if you want. It starts as "Invoice [number] from [your business]". 3. Add a note in **Message** if you like. It shows above the line items. 4. Leave **Attach invoice PDF** on to include the PDF. Admins can also turn on **Attach W-9**. 5. Click **Send**. Your customer's email has a button that says "Pay [amount] on Cleo". See [How do customers pay my invoice?](https://cleo-pay.com/help/how-customers-pay-your-invoice) If you close the email without sending, the invoice is still saved, but your customer isn't told about it. To send it later, find it on the Get Paid page and click the mail icon (**Send invoice**). You can also click **Copy payment link** and send the link yourself. ## Number your invoices automatically An admin can turn on numbering in **Settings** > **Invoices**, in the **Numbering** section under "Invoices you send". - **Number Prefix** starts as INV. You can add the date with `{YEAR}`, `{MONTH}`, `{DAY}` or `{YY}`, and the page shows a preview. - **Counter Reset** sets how often the counter goes back to 0001: **Never**, **Yearly** or **Monthly**. The **Invoices** and **Payments** settings pages show up on paid plans only, and only admins can change them. ## If your account is new Payments are off until a quick call with our team. You can still create and save invoices, but **Save and Send** says "Sending invoice emails turns on after a quick call with our team." Payment links turn on after that call too. See [Why are payments turned off?](https://cleo-pay.com/help/why-are-payments-turned-off) If you see "Finish setup to send invoices", there's still a step left in your account setup. ## If something goes wrong - "Select a customer before submitting this invoice." Pick someone under **Contact** first. - An invoice you send has to be at least $1.00. Drafts can be less. - "You don't have permission to create invoices." Ask an admin on your account to change your role. If you're still stuck, email support@cleo-pay.com with the invoice number, the customer's name and the message you saw.