How It Works

Invoiced was created to make it easier to transact with other businesses. In this guide we will explain how it works.

Invoiced allows you to build a network of businesses that you trade with. Once a customer or vendor is in your network you can exchange documents with each other. At a high level this is how Invoiced is used:

How Invoiced Works



Sending an invoice

Let's walk through a simple example to illustrate how to send an invoice using Invoiced.

Add a customer to your network

1. Go to the Customers page and click the Invite Customer button.
2. Enter the email address or Invoiced username of your customer. If you do not know your customer's Invoiced username then you should use their email address.
3. Your customer will receive a Vendor Approval Request email to approve you as their vendor. If they do not have an Invoiced account yet then they will be able to create a free Invoiced account.

We will send you a notification once the customer has approved you as a vendor. After the connection is established you can begin to send invoices and other trade documents to this customer.

Create and send an invoice

1. Go to the Invoices page and click the New Invoice button.
2. Select your customer from your customer list and enter in the details of the invoice.
3. Once you are ready to finalize your invoice click the Save and Issue button.
4. You will then be asked if you want to send the invoice. Click Send Invoice to immediately send your invoice.

That's it! The invoice has been submitted to your customer for approval and payment. Your customer will receive a notification about the new invoice. You will be able to see the status of the invoice as it changes from pending approval to approved and to paid.

Integrating other software systems

Invoiced is open, meaning that you can use documents that originate from any software system, including ERPs, accounts receivable and accounts payable systems. Invoiced includes many integrations out of the box. You can also develop new integrations using our API and SDKs (Software Development Kits).