Send your first invoice
You can send an invoice in about two minutes. You'll need your company details filled in first, see Create your Halyard workspace.
Create the invoice
- Click New invoice in the top bar.
- Pick a customer, or type a new name and press Enter to create one.
- Add line items: a description, a quantity and a unit price. Halyard adds them up and applies tax.
- Set the due date. The default is 30 days; change it in Settings → Invoices.
Send it
Click Send invoice. Your customer gets an email with a link to view, download and pay the invoice online.
| Status | What it means |
|---|---|
| Draft | Only your team can see it |
| Sent | Emailed to your customer, not paid yet |
| Overdue | Past its due date and still unpaid |
| Paid | Fully paid; Halyard records the payment for you |
Note: once an invoice is sent, its number and amounts can't change. To correct one, Issue a credit note and send a new invoice.
Didn't arrive?
If your customer can't find the email, see Invoice emails are not arriving.