Create & Send Invoices
Cashflowy lets you create professional invoices and send them directly to clients via email. Save drafts, customize line items, and track payment status.Creating an invoice
Select a client
Choose a client from the dropdown. Haven’t added them yet? Add a client first.
Set invoice details
| Field | Description |
|---|---|
| Invoice Number | Auto-generated (customizable) |
| Invoice Date | Defaults to today |
| Due Date | When payment is expected |
| Notes | Payment terms or other info shown on the invoice |
Add line items
Add items manually or pick from your saved services. Each line has:
- Service / description
- Hours or quantity
- Rate
- Amount (auto-calculated)
Customize (optional)
- Upload your logo for branded invoices
- Choose visible columns — customize what information appears
- Add tax if applicable
Draft vs. Send
Save as Draft
Saves without sending. Edit anytime. Find drafts under Invoices → Draft tab.
Send Invoice
Emails the invoice to your client with a PDF attachment and a Pay Now link (if Stripe is connected).
Invoice statuses
| Status | Meaning |
|---|---|
| Draft | Created but not sent |
| Sent | Emailed to the client |
| Viewed | The client opened the invoice |
| Partially Paid | Some payment received, balance remaining |
| Paid | Full payment received |
| Overdue | Past due date with balance remaining |
Payment tracking
- Mark as paid — manually record that payment was received
- Record partial payment — track multiple payments against one invoice
- Auto-reconcile — if Stripe is connected, payments are matched to invoices automatically
Client payment experience
When you send an invoice, your client receives:- An email with the invoice details
- A Pay Now link (if Stripe connected) — no login required
- A professional payment page where they can pay by card or bank transfer
- A confirmation page after successful payment