Create an invoice that helps you get paid how you want, while letting your clients pay up to 15 different ways, crypto or fiat

Create an invoiceCopied!

• Go to the invoices page

• Add invoice by clicking “create invoice” at the top right

• Enter company details

You can set default company details in the Settings page under the Company tab

• Logo: click the + button to add a company logo on your invoice

• Company: company name

• Email: email where invoice communications will be sent

• Address: company address

• Tax ID: company tax ID number

• Enter customer details

• Name: use the dropdown menu to search for existing customers or add a new customer

• Email: email where the invoice will be sent

• Address: customer’s address

• Tax ID: customer tax ID number

• Enter invoice details

• Item(s)

  • Item: name of the item or service provided

  • Qty: quantity of the item provided

  • Price: unit price of the item or service

• [QuickBooks] Product/Service

• [Xero] GL category

• Note: to include a note on the invoice

• Discount: to add a discount on the subtotal

• Add payment instructions

• Click “+ add a payment method.”

• Choose “crypto” or “fiat.”

  • Crypto: Enter wallet name, address, network(s), and asset (e.g., USDC).

  • Fiat: Enter bank name, account/IBAN, routing/sort code, and SWIFT/BIC for international wires.

• Save the payment method.

• Activate flexible payment options (if not already done):

  • After saving your payment method, you will see a popup prompting you to “Activate flexible payment options.”

  • Complete KYC/KYB if required. Once approved, you can freely add both crypto and fiat methods.

• Set invoice terms

• Invoice number: auto-populated or you can specify an invoice number

• Issue date: default is current day

• Due date: default is 14 days

• Create invoice

• Review the invoice:

  • Check for accuracy and click on any section to edit if needed

• Select a delivery option:

  • Send to client: immediately sends the invoice and payment link to your customer’s email

  • Create & send later: creates the invoice and send it when you’re ready

Review the journal entriesCopied!

After payment, you will have a invoice and invoice payment journal entry in your accounting system. Head over to your Journal in your Xero/Quickbooks account (usually found under Reports or Accounting).