How to Create an Invoice in Slash

Overview

Slash's invoicing feature lets you request payments from clients and customers directly through your dashboard. When you create an invoice, your customer receives an email with a secure payment link where they can pay via ACH bank transfer or cryptocurrency. Paid invoices are automatically matched to incoming transactions in your account.

How to Create an Invoice

Step 1: Navigate to Invoices

From your main dashboard, click Invoices in the left sidebar. This opens your invoice management area where you can view all existing invoices or create new ones.

Step 2: Click "Create Invoice"

Click the Create Invoice button in the top right corner of the Invoices page.

Step 3: Add Customer Information

Enter your customer's details:

• Customer name: The business or individual you're billing
• Email address: Where the invoice and payment link will be sent

If you've invoiced this customer before, you can select them from your saved contacts.

Step 4: Add Line Items

Add the products or services you're billing for:

• Click Add Line Item
• Enter a description of the item or service
• Enter the quantity and unit price
• Add additional line items as needed

The invoice total calculates automatically based on your line items.

Step 5: Set Invoice Details

Configure the remaining invoice settings:

• Invoice number: Auto-generated, or customize it to match your numbering system
• Due date: When payment is expected
• Notes: Optional field for payment terms, thank you messages, or other information

Step 6: Choose Payment Methods

Select which payment methods your customer can use:

• ACH bank transfer: Customer pays via direct bank transfer
• Cryptocurrency: Customer pays with supported cryptocurrencies

You can enable one or both options.

Step 7: Review and Send

Review your invoice details, then click Send Invoice. Your customer receives an email with a secure link to view and pay the invoice.

Tracking Invoice Status

After sending, your invoice appears in the Invoices list with one of the following statuses:

• Draft: Saved but not yet sent
• Sent: Delivered to customer, awaiting payment
• Viewed: Customer has opened the invoice
• Paid: Payment received and confirmed
• Overdue: Past the due date without payment

Additional Features

Sending Reminders: For unpaid invoices, you can send payment reminder emails to your customer directly from the invoice detail page.

Branding: You can customize invoices with your company logo and brand colors in your account settings.

Need More Help?

If your customer reports issues with the payment link or if a payment doesn't appear in your account after 3-5 business days for ACH, contact Slash support through the in-app chat or at support@slash.com.