Create an invoice

When you would do this

When you need to bill a customer and be paid in stablecoins. Admins, Signers and Requesters can create invoices.

Steps

1. Go to Operation › Receive and open the Invoice tab.
2. Enter an Invoice ID, such as INV-001. Use whatever numbering your accounting system expects.
3. Choose the receiving wallet. This is the address your customer will pay to, so pick the vault you want the funds in.
4. Choose the asset and the chain to receive on.
5. Choose the counterparty, or add a new one inline.
6. Enter the amount. Choose whether it is denominated in Fiat or Crypto. If fiat, pick the currency.
7. Optionally set a due date and a description.
8. Select Preview to check how it will look.
9. Save it: Save & Download PDF to send it yourself, or Save & Send via Email to send it from the platform.

Attaching the receiving address

The receiving wallet you choose is printed on the invoice along with the chain and asset, so your customer has everything they need to pay correctly.

Choose the chain deliberately. Your customer will pay on the network shown, and a payment on the wrong network cannot be recovered. If you have billed this counterparty before, the form tells you what they paid last time and to which wallet, which is usually the right answer again.

Consider using a quarantine address as the receiving wallet for a customer you do not know well. See "Use a quarantine address".

What to expect

The invoice appears in your invoice history with a status: Draft, Unpaid, Paid, Matched, Overdue or Cancelled.

When the payment arrives, Stablerail attempts to match it automatically. See "Reconcile an invoice payment".

Paid invoices are locked from further editing.

You can cancel an invoice that has not been paid.

Common problems and what they mean

"There are no counterparties yet." Add the customer first, or add them inline from the invoice form.

"Amount must be greater than 0." Enter a positive amount.

The email did not arrive. Check the address on the counterparty record. You can always download the PDF and send it yourself.

Your customer paid a different amount. It will not match exactly. See "Reconcile an invoice payment".

You need to change a paid invoice. You cannot. Issue a credit note or a corrected invoice through your accounting process.