Every invoice starts as a draft, and gets its invoice number when you create it. When you issue it, Streamlined sets the due date and emails your customer a link to pay.
Create a draft
Go to Invoices > Draft and click Create invoice.
Under Recipient, pick the Customer or click Or add a new customer, and check that the Bill to address has the email the invoice goes to.
Click Add item for each line, and add a Discount or Shipping below the Subtotal if you need them.
Under Billing schedule, keep One-time, or pick Recurring or Milestones.
Set the Issue date and Payment terms, then click Save.
Issue it
Open the draft and click Issue invoice.
If the customer has credit from an earlier invoice, pick the credits under Apply credit to invoice, or click Skip.
Review the Preview email.
Click Issue & send to email your customer, or Issue & get link to copy the payment link and send it yourself.
If you see Missing recipient email, add an email to the customer's billing address, or click Issue without sending email.
Note: You need at least one payment method turned on in Settings > Payments to issue invoices.
Issue it on a future date
Click the arrow next to Issue invoice, choose Send later, and pick the date. Or set the draft's Issue date to Specific date and pick a future date. The button then reads Schedule Invoice.
Scheduled drafts move to Invoices > Scheduled. They're issued and emailed on that date, and you can change them until then. To stop one, select it and click Cancel send. It goes back to your drafts with the same Issue date, so change that to today before you issue it, or it's scheduled again.
A Specific date in the past backdates the invoice. Its due date is counted from that date.
Issue many drafts at once
In Invoices > Draft, tick the drafts.
Click Issue invoices.
Choose Issue (no emails), Issue & send emails, or Send later to schedule them all for one date.
When a draft won't issue
Streamlined tells you when a draft is missing a customer, a billing address, or a shipping address. Click Edit draft (✎), fix it, and try again. If it still won't issue, email help@streamlinedpayments.com with the invoice number and the message you see.
Who can use this feature?
Team members with Invoices access
Available on all plans. Milestones are on Scale and Enterprise.