Invoicing
Create and send professional invoices with built-in payment collection through your Credo dashboard.
Credo's invoicing feature lets you create professional invoices and send them directly to customers. Each invoice includes a payment link so customers can pay immediately - no manual bank transfers or reconciliation needed.
Creating an invoice
Open Invoicing
Go to Invoicing in your Credo dashboard and click Create Invoice.
Add customer details
Enter the customer's information:
- Name - customer or business name
- Email - where the invoice will be sent
- Phone (optional) - for follow-up
Add line items
Add the products or services you're billing for:
| Field | Description |
|---|---|
| Description | What you're charging for |
| Quantity | Number of units |
| Unit Price | Price per unit |
| Amount | Automatically calculated (quantity x price) |
You can add multiple line items. The total updates automatically.
Configure invoice settings
- Invoice number - auto-generated, or set your own
- Due date - when payment is expected
- Tax (optional) - add tax percentage
- Discount (optional) - apply a flat or percentage discount
- Note (optional) - additional information for the customer
Send the invoice
Click Send. The customer receives an email with:
- A professional invoice layout
- Line items, totals, and due date
- A Pay Now button linked to a Credo checkout page
Invoice statuses
| Status | Meaning |
|---|---|
| Draft | Saved but not yet sent |
| Sent | Delivered to the customer's email |
| Viewed | Customer opened the invoice |
| Paid | Payment received |
| Overdue | Past due date, unpaid |
| Cancelled | Invoice voided |
Managing invoices
Viewing invoices
The Invoicing section shows all invoices with their status, amount, customer, and date. Use filters to narrow by status or date range.
Resending an invoice
If a customer didn't receive or can't find the invoice:
- Find the invoice in your list
- Click Resend
- The customer receives a new email with the same invoice
Duplicating an invoice
For recurring charges to the same customer:
- Find a previous invoice
- Click Duplicate
- Adjust the date, amounts, or items as needed
- Send
Cancelling an invoice
To void an invoice:
- Find the invoice
- Click Cancel
- The invoice is marked as cancelled and the payment link is deactivated
Cancelling an invoice does not refund a payment that's already been made. If the customer already paid, process the refund separately.
Invoice payments
When a customer clicks Pay Now on an invoice email, they're taken to a Credo checkout page with the invoice amount pre-filled. The payment flow is the same as any Credo transaction - the customer chooses a payment method, completes payment, and the invoice status updates automatically.
Invoice payments appear in your Transactions section like any other transaction, with the invoice number attached for reference.
Best practices
Set clear due dates
Give customers a reasonable deadline. Credo marks invoices as overdue automatically.
Use descriptive line items
Clear descriptions reduce payment disputes and customer questions.
Follow up on overdue invoices
Resend overdue invoices or reach out to the customer directly.
Keep records
Download invoice PDFs for your accounting records. All invoices are stored in your dashboard.
Next steps
Was this page helpful?
Last updated on