Agiled Docs

Use this guide when you are ready to bill a customer from Agiled.

Create the first invoice carefully. It becomes the pattern your team will reuse for customer details, taxes, payment terms, branding, and payment collection.

Before You Start

Prepare these details before opening the invoice editor:

Customer name and billing email
Products, services, quantities, and prices
Tax labels and rates
Due date or payment terms
Payment method, such as online payment or bank transfer
Any supporting files or terms that should be attached

If this is the first invoice in the workspace, also review business profile, finance numbering, currency, and invoice template branding.

Steps

Confirm business details, currency, taxes, payment terms, and invoice numbering in settings.
Connect a payment gateway if you want online payment.
Create or choose the customer contact.
Open Finance > Invoices and create the invoice.
Add line items, taxes, discounts, due date, notes, and attachments.
Preview the invoice.
Send the invoice or share the public invoice link.
Record or confirm payment.

Use clear line item names that the customer will recognize. Avoid internal shorthand in descriptions, notes, and terms. If you use products or services from the catalog, confirm the copied price, tax, and description are still right for this customer.

Add attachments only when they support the invoice, such as a signed agreement, timesheet, delivery note, or purchase order. Do not attach internal drafts.

Check Before Sending

Customer name and email are correct.
Totals and taxes are correct.
Payment options are visible.
Template branding looks right.
Attachments are safe to share.

Choose How to Collect Payment

Use online payment when the customer should pay by card or another connected gateway. Use offline payment instructions when the customer pays by bank transfer, check, cash, or another manual method.

If both options are available, make the preferred method clear in the notes or terms so the customer does not need to ask.

Send A Test First

Preview the invoice and, if possible, send a draft or low-risk invoice to an internal address before sending a real customer invoice. Check the email subject, public invoice link, PDF, payment button, offline payment instructions, and mobile layout.

First Payment Check

After the first customer payment, confirm the invoice status, payment record, gateway transaction, receipt or email, and finance report all agree. If the customer pays offline, record the payment with the real date, method, and reference before sending any paid confirmation.

Use the first invoice as a template for your process. If taxes, branding, numbering, terms, or payment instructions were confusing, fix the settings before creating the next batch of invoices.

After Sending

Open the invoice after sending and confirm its status changed as expected. When the customer pays online, verify the payment record. If the customer pays by bank transfer, cash, check, or another offline method, record the payment manually with the correct date and reference.

Troubleshooting

If the public invoice does not show a payment button, check the connected payment gateway, invoice currency, enabled methods, and invoice status.

If the customer cannot open the link, resend from the invoice page or copy the public link after confirming the correct workspace domain.

If totals look wrong, review line item quantity, tax, discount, and rounding before sending a revised invoice.

Send Your First Invoice