How to Create and Send an Invoice

Creating Your First Invoice

Acculyt AI makes it fast to create professional, branded invoices. You can create an invoice in under 2 minutes.

Step 1: Start a New Invoice

Go to Invoices → New Invoice or click the + New Invoice button from the dashboard.

Step 2: Select or Add a Client

Start typing a client name in the Bill To field. Acculyt AI will search your existing clients. If this is a new client:

1. Click + Add New Client.
2. Enter their name, company, email, billing address, and preferred currency.
3. Click Save — the client is saved for future invoices.

Step 3: Add Line Items

Each line item includes:

• Description — what you're charging for (e.g., "Web Design — Homepage")
• Quantity — number of units, hours, or items
• Unit price — price per unit
• Tax — select from your configured tax rates (e.g., GST 5%, HST 13%)
• Discount — optional percentage or fixed amount discount

The subtotal, tax, and total calculate automatically.

Step 4: Set Payment Terms

Choose from:

• Due on receipt — payment expected immediately
• Net 7, 15, 30, 45, 60 — standard payment windows
• Custom date — set a specific due date

Step 5: Add Notes and Payment Instructions

Use the Notes field to add messages like "Thank you for your business!" or specific payment instructions. You can set a default note in Settings → Invoice Defaults.

Step 6: Send the Invoice

Click Send Invoice. Acculyt AI will:

1. Generate a PDF with your logo and brand colours.
2. Send the invoice to the client's email.
3. Include a Pay Now button linked to your payment gateway (Stripe, PayPal, or Square).
4. Start tracking whether the invoice has been opened.

Automatic Payment Reminders

Enable automatic reminders in Settings → Invoice Reminders:

• 3 days before due date
• On the due date
• 7 days after due date (overdue notice)

Each reminder is personalised and sent from your business email address.

Accepting Online Payments

Connect a payment gateway in Settings → Payments. Acculyt AI supports:

• Stripe — credit/debit cards, Apple Pay, Google Pay
• PayPal — PayPal balance, cards
• Square — card payments

Once connected, clients can pay directly from the invoice email with one click.