How to invoice customers and get paid

1. Sending an invoice

1. 1Add your customers on the Customer list page, or add one as you go.
2. 2Open Invoices and click New invoice.
3. 3Pick the customer, then type each line. The item box takes anything you type — pick from your saved items or write a one-off description that is not in the list.
4. 4Under the customer name is a box for the street address, city, state, ZIP, phone number and email address. If the customer is already saved, these fill in by themselves. Type or correct anything here and it is saved to that customer for next time.
5. 5Those details print at the top of the invoice under "Bill to", so the customer sees exactly where it came from and how to reach you.
6. 6Sales tax is added at your rate automatically, or tick tax exempt for this customer.
7. 7Typed something wrong? Click Clear — it wipes what you typed but keeps the same invoice number.
8. 8Click Email to send it, or Print for a paper copy. Attach your logo first on the Attach your logo page.

2. Discounts and payment terms

1. 1Discount one item only: on that line, pick % off or $ off and type the amount — just that line comes down, everything else stays full price.
2. 2Discount the whole order: use the "Discount on the whole invoice" box and pick Percent or Flat $ — for example 10 percent, or 25.00 off.
3. 3You can use both together. Per-item discounts come off first, then the whole-invoice discount comes off what is left.
4. 4The discount shows as its own line on the invoice, and sales tax is figured on the discounted amount.
5. 5Running a sale? Make a coupon code on the Gift Cards & Coupons page, then type it in the Coupon code box and click Apply — the discount fills in by itself.
6. 6Pick the payment terms from the Payment terms box — Due on receipt, Net 7, 15, 30, 45 or 60, 2% 10 Net 30, 1% 10 Net 30, Net 30 EOM, or Custom to pick the due date yourself.
7. 7The terms set the due date for you automatically and print on the invoice, so the customer knows exactly when to pay.
8. 8Early-pay terms like 2% 10 Net 30 print "Take 2% off if paid within 10 days" on the invoice. When the customer pays early, take the discount at Receive a Payment — EZMunny never takes it for you.

3. Getting paid

1. 1When money arrives, open Receive a Payment. Received from takes any name you type, not just saved customers.
2. 2Choose the invoice, the payment method and the amount, and tick "Put this payment in the bank account" to post it straight to the register.
3. 3A deposit recorded in Bank Accounts that matches an open invoice marks it paid on its own.
4. 4Card payments taken at Point of Sale are matched the same way.
5. 5Paying with a gift card? Choose Gift card as the method, type the card number, and click Check to see what is on it — the amount comes off the card automatically.

4. When they take the early-payment discount

On 2% 10 Net 30 terms a customer who pays inside 10 days sends you 98 dollars on a 100 dollar invoice. Here is how to close out the other 2 dollars so your books balance.

1. 1Open Receive a Payment and pick the invoice as usual.
2. 2Type the amount they actually sent — 98.00, not 100.00.
3. 3Tick "The customer took the early-payment discount." EZMunny tells you exactly how much is left over.
4. 4Save. The 2 dollars is written off as a discount, the invoice shows paid in full, and nothing sits on your books as still owed.

Only do this when they really paid inside the discount window. If they paid late and short, leave the box unticked so the balance stays showing.

5. Lists of who has paid and who has not

1. 1Click Invoice lists beside Email unpaid.
2. 2Choose unpaid, past due, paid in full, drafts, or everything — and narrow it to one customer or a date range.
3. 3Print it, download a PDF, email it, or save it to your folder. Saved lists also show on the Saved reports page.

6. Chasing late payers

1. 1Overdue invoices are flagged in red on the Invoices page and on Cash Flow.
2. 2Click the reminder button to email a polite nudge with the invoice attached.
3. 3Ask the AI Accountant "who owes me money right now?" for the full list with amounts and ages.