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Create an invoice

Create an invoice with a customer, its line items and its dates. Slash numbers it from your invoice settings unless you send a number, adds up the totals, renders the PDF and emails it to the customer right away with a link to the payment page (payUrl).
Payments settle into the account you choose. Bank transfer is always offered; list other paymentMethods to let the customer pay by card, ACH debit or crypto from the payment page as well.

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Schedule or send

Add a scheduledSendDate to create the invoice as scheduled instead. Slash emails it at 9:00 on that day in the invoice’s timezone, and until then you can edit it freely. To send it early, use Send an invoice now. To drop it, void it.

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Edit an invoice

Update an invoice while it’s scheduled or unpaid, sending only what changes. Each edit renders a new PDF and refreshes the billing details from the customer. On a sent invoice, changing the dates, total or copied emails sends the customer the updated invoice and restarts its reminders. Once an invoice has a payment it can’t be edited. Void it and issue a new one.

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Reminders

While an invoice is unpaid or partially_paid, Slash emails the customer reminders: three days before the due date (when the invoice gives more than four days to pay), on the due date, and one, seven and thirty days after it. They stop once the invoice is paid or voided. Send a payment reminder emails one now, at most once a day per invoice.

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Catalog items

Save the products and services you bill often with Create a catalog item, and set a line item’s catalogItemId to record which item it came from. The line item still carries its own name and price, so editing or archiving the item never changes invoices already issued.

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Invoice settings

Invoice settings hold who invoices are from, the defaults the Slash dashboard fills in, the logo and colors on the PDF and payment page, and the next invoice number. Until you save them, they come from your business details. To add a logo, upload a PNG or JPEG with purpose invoice_logo and pass its id as logoDocumentId to Update invoice settings.