Sending an Invoice

Last Updated:

Goldmoney Invoices allow you to invoice customers or vendors around the world for your goods or services in any currency you like for a low 1% processing fee! Before you create an invoice, make sure you have added all of the items or services you sell to your Item Library and have added the person you are invoicing to your Customer List!

You may only invoice customers who reside in a region where gold transfers are available. US users must upgrade to a Personal Verified Account to be able to receive invoices. Click here for a complete list of states where transfers are available. 

To get started with sending an invoice, click on the menu icon.

 

1.png

 

Select the Invoices icon from the Navigation Panel.

 

2.png

 

Click on the "Create New Invoice" button in the top right of your Invoices page.

 

3.png

 

On the right side of the screen, enter a name or ID for the invoice, select the customer you will be invoicing from your customer list, the due date for payment, the applicable tax and shipping rates for the invoice (click here to learn how to add additional tax and shipping rates for various regions), and an optional brief message. If you haven't yet added the person you are invoicing as a customer, you can enter their email address under "Customer" and a partial customer record will be created.

 

4.png

On the left side of the screen, select the items your customer has ordered and indicate the quantity of each item that they have ordered. 

6.png

 

The total payable amount will be displayed both in your default currency and in gold grams (GAU). 

 

7.png

Once you are done submitting your information, click "Send Invoice." If you want to save your information but you aren't quite done filling out the invoice, you can click "Save As Draft" to complete later. 

 

9.png

 

 

 

Was this article helpful?
0 out of 0 found this helpful Have more questions? Submit a request
Have more questions? Submit a request