To send an invoice
- Log in to your Azlo account on the web or our mobile app.
- Select the Move money button.
- From here, you can select an existing contact or start typing to add a new contact.
- Once you’ve selected a contact, tap or click Send Invoice.
- Enter the email of the person or business you’d like to invoice.
- Input descriptions for each line item, including unit price and quantity.
- You can create up to five line items, each line item can have up to 300 characters, but units must be in whole numbers.
- Select payment due upon receipt or schedule the due date for the future.
- Select Next.
- Enter additional recipient email address and whether or not you want to receive a copy of the invoice.
- Choose which payment options you want to accept and add a memo to the invoice if necessary.
- Click or tap Preview Invoice to review the details of your invoice.
- Click Send Invoice to have your invoice sent to the recipients.
How to customize your invoices
You can customize your invoices by adding your company's logo and choosing to display or hide your business address and phone number.
To do this, follow steps 1-11 on the list above and pause on the invoice preview. From this screen, you have the option of uploading a logo. You can also select whether or not you'd like to display your business address and phone number.
What are my payment options for invoices?
Currently, there are three ways to accept payments for invoices.
- You can ask clients to send you a check in a mail. This option is pretty straightforward; once the check arrives, you can deposit it with our mobile app or by mail.
- You can ask clients to send a payment with your Azlo account and routing number. If you select this option, the invoice will display your account information (which will allow them to send you a bank transfer). These payments will typically arrive 1-3 business days. If your client lives internationally, they will need additional information to send you a bank transfer; you can find those details in our International and domestic wires article.
- It might seem odd to share your account number with a client, and it's definitely best to only share it with clients that you trust, but many transactions (including personal checks and direct deposit) require that you share your account number with a third party.
- You can link a PayPal, Stripe, or Square account, which will allow you to accept credit or debit card payments. If you choose this option, the timeline will depend on the payout schedule of the service you used. Also, the funds might not be deposited into your Azlo account; Stripe and Square allow you to specify what bank account you'd like to use to accept deposits, while PayPal will typically store funds in your PayPal balance until you transfer them out.