Create an invoice in four steps – Customer, Details, Terms and Payment details – with a live preview beside you. When you create it, Altitude emails it to your customer with the PDF attached.
You need the Propose permission and an account in the invoice currency, USD or EUR.
Create an invoice
Go to Invoices and select New invoice.
Customer – select the customer, or select Add customer to create one.
Details – add your line items. Optionally add a Note and a Tax rate.
Terms – check the Invoice number, Issue date and Payment terms.
Payment details – choose the account to Pay into. Its payment instructions print on the invoice.
Select Create invoice, or Save draft to finish later.
Note: Select any part of the preview to jump to the step that edits it.
What happens next
The invoice moves to the Open tab and its contents lock.
Your customer receives it by email, with the PDF attached.
When they pay, you match the deposit to the invoice. See Receive invoice payments.
Payment terms and due date
Choose On receipt, Net 15, Net 21 or Net 30, or pick a specific due date.
Net 21 is the default.
Open invoices past their due date show an overdue badge.
Tax and discounts
One optional tax rate applies to the subtotal. Rename the label to VAT, GST or Sales tax if you like.
To show a discount, lower the unit price of the item.
Every line item needs a description and a price.
What prints on the invoice
From: your legal business name, workspace logo and contact email.
To: the customer's name, email, address and tax ID.
Items: each line, then subtotal, tax, total and your note.
Payment instructions: the bank and stablecoin details of the account it is paid into.
Note: The From block uses the legal name from your business verification. Change the logo in Account settings; to change the name or email, contact support.
Invoice numbers
Altitude suggests the next number in your sequence. You can overwrite it.
Type your own format once, for example INV-100, and the sequence continues from there.
Numbers lock when you create the invoice. Voided invoices keep theirs; deleted drafts free theirs.
Year prefixes do not roll over. Type the first number of a new year yourself.
Download the PDF
Select Download on any invoice row or inside the invoice. Drafts, open, paid and voided invoices can all be downloaded.