With Acctual, you can create invoices in minutes and let your clients pay in the way that works best for them.
Create a new invoice
Go to Invoices in the left menu.
Select Create invoice.
Step 1 — Your Details
Your business or personal details will appear automatically.
You can edit:
Name or business name
Email
Address
Tax or registration number (optional)
Logo (optional)
Updating this information updates it for future invoices, not just this one.
Step 2 — Add your client
Search for an existing client or add a new one.
To add a new client, enter:
Name or business name
Email
Address (required, displayed on the invoice)
(Optional) Tax or registration number
Click Add to save and continue.
Your client information is saved automatically for future invoices.
Step 3 — Add line items and currency
Add the services or products you are invoicing for.
Enter Description, Quantity, and Price
Add more items using \+ Add item
Add notes or discounts if needed
Choose the invoice currency in the top-right
Step 4 — Select how you will receive payment
You can add one or more payment methods to the invoice.
Crypto wallet
Add a wallet address
Select the network (e.g., Arbitrum, Polygon, Ethereum)
Select the asset (e.g., USDC, USDT)
Bank account
Add your bank account details
Select the currency you want to receive in
Any payment method you add is saved and can be reused.
Optional: Offer more payment methods
If you want clients to pay using their preferred payment method while you receive in yours, you can activate flexible payment options. This requires a quick verification and you can activate now or later.
Step 5 — Invoice terms
Confirm or edit the invoice number
Set the Issue date
Set the Due date
Step 6 — Review and send
Review your invoice on the right side.
You can:
Send the invoice via email
CC additional recipients
Or Create without sending to share manually
Click Send to deliver the invoice.
After sending
Your client will receive a secure link to view and pay the invoice.
Invoice status updates automatically:
Sent
Viewed
Paid
Overdue
Payment methods
When using Acctual, you have two ways to get paid. The difference depends on whether you want to handle payments yourself or let Acctual manage them for you when invoicing
Action | Verification required | What your client sees |
Add your own payment details | No | The client receives an invoice with your payment details (e.g. wallet address or bank account). They copy those details and pay you directly. |
Enable flexible payment options | Yes | The client can pay using their preferred method (bank, card, or crypto). Funds are automatically routed to your chosen payout method through Acctual. |
You’re ready to invoice and get paid.
Next steps after creating your first invoice
Before and after creating and sending
Complete verification – Freelancer verification or business verification
Manage invoices - Learn how to manage invoices
Set up flexible payment options – Learn how to configure flexible payment methods
Adding manual payment methods - Learn how to add manual payment methods
How payment links work - Learn how payment links work on Acctual
Connect your accounting system – Connect your QuickBooks or Xero
Troubleshooting invoice issues - Learn how to troubleshoot invoicing issues
Invoicing best practices - Learn about invoicing best practices
Understanding payment timeframes - Learn about payment timeframes
Need help?
If you have questions about Acctual:
Email: support@acctual.com
In app messenger chat: Click the chat icon in the right corner of your dashboard