Paystack Invoices

With Paystack Invoices, you can quickly send a request for payment to anyone, and they'll be able to pay you instantly, online.

The Invoices Summary Page

1. You can filter your list of invoices in multiple ways:

  • By Status
    • Draft - the invoices hasn't been sent yet
    • Pending - the invoice has been sent and is yet to paid
    • Successful - the invoice has been paid
  • By Type
    • Has invoice
    • Has no invoice
  • By Time range

2. Search for a specific invoice

3. Here is a table showing all the invoices you've created:

  • Status - shows you whether the invoice has been paid (green dot), or whether it's in drafts/pending (grey dot)
  • Requested on - this is the date on which the payment request was made
  • From - the person from whom payment was requested
  • Amount - the amount that was requested
  • PDF - whether a PDF invoice was attached or not

4. This is where you can keep track of the total amount of money you're owned, and how much has been paid so far.

5. Click the Request a Payment button to create an invoice

How to create an Invoice

Click the Request a Payment button to the top right corner. A Request Payment form will appear, and you'll have two invoice options:

  • No, keep it simple - this is the fastest, simplest way to send an invoice
  • Yes, create PDF - this option is great if you need to include more info on the invoice such as tax info. It will include a PDF attachment of the invoice when the payment request is sent.

The "No, keep it simple" invoice option

If you select the "No, keep it simple" option, you'll be prompted to enter the amount you're requesting. You'll also be able to include a short note.

After you hit Send, you'll have one chance to review the payment request. If everything looks good, hit Send Request to send the request to the customer.

Your customer will receive a payment request in their email that looks like this:

The "Yes, create PDF" option

If you choose to attach a PDF invoice, you'll be able to edit the contents of that invoice.

1. This is the company logo that will be on the invoice PDF

2. The name of the company requesting payment

3. This is the email address to which the invoice will be sent

4. Info about when the invoice was sent, and when it is due

5. You can add multiple line items to the invoice

6. Update the invoice number here

7. Due date is the deadline for payment

8. Enter tax info here

9. Enter additional notes or instructions you'd like to send to the customer here

10. You can save the invoice and return to it later for further editing

11. Once everything looks good, hit Send Now to send the invoice

After the invoice is sent

Once the invoice is sent, clicking it in the Invoices Summary page brings up this pop-up.

You can copy a direct link to the Invoice and send it via WhatsApp, Twitter DM, or however you're communicating with your customer.

After the invoice is sent, you can also:

  • Edit the amount requested
  • Send a reminder about the Payment Request
  • Delete the payment request entirely

Important: Test Mode Invoices vs Live Mode Invoices

Please remember to double-check which Mode your Dashboard is on when you're creating an Invoice. Your customers can ONLY pay you actual money if they're sent Live Mode Invoices. 

Test Mode Invoices are merely to help you simulate how the invoice looks and behaves before you send it.  Learn more about the difference between Test Mode and Live Mode.

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