WorkMade

To create an Invoice, please follow these steps:

Open the WorkMade app and navigate to the Balance screen

Add an optional Invoice Title and edit the Invoice ID to match your records

Enter a new company/client name and email address

1. When you create a contact, you can also use these contacts in the address book for future invoices

1. One Time
2. or, Recurring with each having send dates, due dates, and automated reminders before the due dates

1. Open the WorkMade app and navigate to the Balance screen
2. Click the "+" button
3. Tap "Invoices"
4. Tap "Add +"
5. Add an optional Invoice Title and edit the Invoice ID to match your records
6. Enter a new company/client name and email address
 1. When you create a contact, you can also use these contacts in the address book for future invoices
7. Set scheduling which can be either:
 1. One Time
 2. or, Recurring with each having send dates, due dates, and automated reminders before the due dates
8. Add an optional message
9. Choose the Due date

Tap "+ Add Item" to add another line

1. Tap "+ Add Item" to add another line
2. Add quantity if applicable

Select the Payment methods you’d like to provide your client: ​ ​Credit or debit card: 2.9% + 30¢ per invoice ​Pay by Bank: 1% with a minimum of $1 per transaction ​Wire Transfer: 1% with a minimum of $1 per transaction ​Check: No-Fee ​ ​Note: You can turn off all payment options if your client pays you via direct deposit or uses additional payment methods on their behalf.

1. Select the Payment methods you’d like to provide your client: ​ ​Credit or debit card: 2.9% + 30¢ per invoice ​Pay by Bank: 1% with a minimum of $1 per transaction ​Wire Transfer: 1% with a minimum of $1 per transaction ​Check: No-Fee ​ ​Note: You can turn off all payment options if your client pays you via direct deposit or uses additional payment methods on their behalf.

Tips: You can also add an option for a tip from your client which will give them the option to tip you. The tip will be charged at the same rate as the payment option your client accepts. Tips are only available on card and pay by bank transactions.

If applicable, upload an attachment or links

1. If applicable, upload an attachment or links

Click next once a recipient, amount, and schedule has ben sent

Before sending your invoice, select Preview in the bottom left-hand corner to view your invoice as your customer will see it.

1. Note: You can also click Save as Draft to save the current version to work on later

Click Send once you’ve completed the preview

1. Click next once a recipient, amount, and schedule has ben sent
2. Before sending your invoice, select Preview in the bottom left-hand corner to view your invoice as your customer will see it. 
 1. Note: You can also click Save as Draft to save the current version to work on later
3. Click Send once you’ve completed the preview