Modu/Invoicing/Creating and sending an invoice

Creating and sending an invoice

Modu Invoicing lets you create polished invoices right from your dashboard and email them to your customer together with a payment link. This guide covers how to create an invoice and set up its details before sending it.

How to create an invoice

1. Getting started

Go to Invoicing in the left-hand menu of your Modu dashboard
Click Create invoice

2. Add a customer

Choose an existing customer in the Name field, or select + Add new customer
For a new customer you'll need a name and email; a mailing address is optional
For a Kazakhstan customer you can also enter a BIN / IIN — it's printed on receipts and completion certificates (AVR)

3. Choose what to send

Create a one-time or recurring invoice — a formal invoice with a built-in payment link, or a series sent automatically on a schedule
Request money without an invoice — only a payment link with a single amount, for informal one-off requests
Click Next

Invoice details

4. Choose currency and destination account

Select the Currency of the invoice — your customer pays in this currency
Select the Destination account your customer's payment will be deposited into

5. Set the invoice number

An Invoice number is generated automatically, but you can replace it with any combination of numbers and letters
The number must be unique — if it's already used, you'll see a message right under the field
Optionally enter a PO number if your customer uses purchase orders to track their purchasing

6. Add line items

For each line item, enter an Item, Qty and Unit price
Pick an item from your catalog or type a one-off item
Click Add line item to add more rows
Click Add tax to apply a tax rate in percent — the total updates automatically

Payment details

7. Set dates

Choose the Invoice date and Due date
If service periods are turned on in invoice settings, enter the Service period (from / to)
Turn on Repeat this invoice to create a recurring series instead of a one-time invoice

8. Add a memo and attachments

Add an optional Payer memo — it appears on the invoice
Optionally choose the Payment purpose code (KNP) — it's added to the payment details your customer sees
Attach files if your customer needs supporting documents
Use Internal note for your team — it's only visible to members of your organization

9. Review payment methods

These payment methods are always on for your customers: Intra-bank / domestic transfer, Pay with Modu and International wire
Accepting credit cards is temporarily unavailable while we finalize a partnership with a banking provider

Final steps

10. Review and send

On the Review & Send screen, check your invoice
Modu pre-fills your customer's email; add more addresses under CC to copy them
To send later, turn on Schedule send and choose the date
Click Create Only to create the invoice without emailing it, or Create & Send Email to send it right away