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Invoices let you bill a specific person for a product without requiring them to browse your website. Create an invoice, choose whether to send it as a payment link or charge the buyer automatically, and track its status through to payment.

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Creating an invoice

1

Go to Invoices

Open Invoices in your dashboard and click New invoice.
2

Select a price variant

Choose the product and price variant you are invoicing for. The invoice amount and currency are determined by the selected variant.
3

Add buyer details

Enter the buyer’s name and email address, or select an existing customer from your records.
4

Set the due date

Choose when payment is due. The due date must be in the future.
5

Add a description (optional)

Include a custom description (up to 500 characters) with any relevant details — what the invoice covers, payment instructions, reference numbers, etc.
6

Choose the collection method

Select how you want to collect payment: Send invoice or Charge automatically.

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Collection methods

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Send invoice

Crevio generates a unique payment link and sends it to the buyer’s email. The buyer clicks the link, completes checkout, and the invoice is marked as paid. This method is best when:
  • The buyer does not have a payment method on file
  • You want the buyer to explicitly approve the charge
  • You are billing a new contact for the first time

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Charge automatically

Crevio charges the buyer’s payment method on file without requiring them to take action. The invoice is marked as paid once the charge succeeds. This method is best when:
  • The buyer is an existing customer with a saved payment method
  • You want to collect payment with minimal friction

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Invoice statuses

Every invoice moves through one of these states:
You can void an invoice at any time, regardless of its current status. Voiding an invoice does not affect any orders or experience grants that may have already been created from it.

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Auto-incrementing invoice numbers

Crevio assigns a sequential invoice number to each new invoice within your account, formatted as #00000001, #00000002, and so on. Numbers are unique per account and auto-increment — you do not need to manage numbering manually. This makes it straightforward to reference invoices in your records, correspondence, and accounting.

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Custom descriptions

The description field on an invoice is freeform text (up to 500 characters). Use it to provide context to the buyer, such as:
  • A summary of the work or product being billed
  • A reference or PO number
  • Special payment terms or notes
The description appears on the invoice and in the payment email sent to the buyer.

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Due date management

Every invoice requires a due date. This date determines when Crevio considers the invoice overdue:
  • Before the due date — The invoice remains in the Open status.
  • After the due date — If still unpaid, Crevio automatically transitions the invoice to Past due.
Set due dates that give your buyers reasonable time to pay. For most situations, 7 to 30 days from the invoice date works well.

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Invoice PDFs

Crevio generates a downloadable PDF for each invoice. Both you and the buyer can access the PDF via the invoice detail page. PDFs include the invoice number, buyer details, line items, amounts, and status — useful for bookkeeping and tax records.

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Invoices and checkout

When a buyer pays an invoice via the payment link, Crevio creates a checkout session pre-filled with the buyer’s email address from the invoice. This reduces friction and ensures the payment is linked back to the correct invoice record. Once the checkout completes, the invoice is automatically marked as Paid and the buyer receives access to the purchased experiences.