How do I generate an invoice?
Go to Business > Invoices > Create New. Enter the customer's name, items, amounts, and due date. Send via SMS, email, or a shareable link. Track payme...
Last updated August 5, 2026
Creating and sending invoices is simple with Cashmatrix.
How to create an invoice
- Open the app and go to Business > Invoices.
- Tap Create New.
- Enter the customer details:
- Customer name
- Phone number
- Email address
- Add items:
- Item description
- Quantity
- Unit price
- Set a due date.
- Add notes (optional).
- Tap Send.
How to send the invoice
Choose one or more delivery methods:
- SMS: Sent to the customer's phone number
- Email: Sent to the customer's email address
- Link: Generate a shareable payment link
- WhatsApp: Share the link via WhatsApp
Tracking payments
- Go to Business > Invoices to see all invoices.
- Filter by status: Pending, Paid, Overdue.
- Tap an invoice to see payment details.
- Receive notifications when invoices are paid.
Invoice features
- Professional templates with your business logo
- Automatic payment reminders (7 days before due date)
- Partial payments support
- Payment tracking in real-time
Tip: Use the recurring invoice feature for regular customers.
Need a hand? Email hello@cashmatrix.ng.