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Create and send an invoice

Build an invoice, choose its dates and notifications, decide who pays the card fee and issue it to your customer.

The invoice builder walks you through everything an invoice needs. This article covers a one-time invoice. For invoices that repeat, see Recurring invoices.

Start an invoice

  1. Select Create at the top of the left menu, then Invoice.
  2. Under Bill to, choose a customer, or select Create New to add one. Selecting more than one customer creates a batch invoice; see Batch invoices and bulk actions.
  3. Under Items, select Add Item to add products or services. You can also select Add Discount or Surcharge and Add Tax.

Screenshot to add: the invoice builder with Bill to, Invoice Details, Items and Communication sections

Set the invoice details

  • Issue Date: the date the invoice becomes issued and payable for your customer.
  • Due Date: the date payment is due. Customers can pay on or before this date.
  • Invoice Date(s) (Optional): a date or date range for the work or product the invoice covers.

If the issue date is today, the main button reads Issue Invoice. If it's in the future, it reads Schedule Invoice and Finli issues it automatically on that date. You can also select Save as Draft to finish later.

Choose how your customer is notified

In the Communication section, under Share via, choose Email and Text, Email or Cell Phone, or turn on Disable automatic notifications if you'd rather share the invoice yourself.

  • Notify Date: the date the notification is sent. It must be between the issue date and the due date.
  • CC Recipients (Optional): add other email addresses to receive a copy. CC is available when you share by email to a single customer.

To send texts, you need your customer's permission. Check the SMS authorization box on their customer profile.

Decide who pays the card processing fee

Card payments carry a 3.5% processing fee. Bank (ACH) payments are free. Your default is set in Settings under the Payments tab. To change it for one invoice, select Manage payment options under the invoice total and choose My Business or My Customers. You can change this while the invoice is a draft or scheduled.

Screenshot to add: the Invoice Payment Options dialog with My Business and My Customers

Invoice numbers

Finli numbers each invoice automatically so you and your customer can refer to it later. Invoice numbers can't be edited.

$0 invoices

You can send an invoice for $0. Your customer is notified but isn't asked to pay, and the invoice is marked Completed once its due date passes.

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Need help? Email support@finli.com.

Updated October 22, 2026