On your dashboard, click the "New" button on the top of the sidebar, and select "Request: Send an invoice"

Next, select "Send invoice(s) to a specific customer.

In the "Customer or company name" field, start typing the name of the customer you want to send the invoice to. 

Routable will populate a list of existing companies that match that name, if they have been created in Routable or in your ledger and matched correctly. 

If you want to send an invoice to a new customer that you haven't done business with before, no problem. Type in their customer name, and enter in the required contact email and the primary contact's first and last name.

Enter the invoice details. 

Can I add a discount or a message along with this invoice?

You have the option to add a discount or message if you like using the "Add discount" or "Add message" buttons.

Then, select the terms for this transaction - when do you want to be paid by, where do you want the funds deposited to, and when would you like to send out this invoice to your customer?

Once you select and confirm the details on that page, you'll be shown a confirmation page with a summary of the invoice.

In your "Receivables" tab on the sidebar, you can select the invoice you just created to review the current status of the item, the invoice details, as well as any notes or messages you have sent to the customer, and their responses. 

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