Invoices

Create an invoice to send to customers - request payments, track invoice status, and get paid all from the Dashboard.

Navigate to Invoices in the Dashboard to create a new invoice. Within invoices, you'll also have access to brand settings so you can set brand colors before sending an invoice.

Invoice Dashboard view

Create an invoice

To create an invoice, search for the account you want to bill. To add line items, you can search your product catalog for existing products, or enter custom amounts to bill. You'll have the option to adjust the quantity per item once it's added to the invoice.

Select an invoice date and the due date - they do not have to be the same date, and include a memo for the description if desired.

Once the form is filled out, you can save the invoice as a draft, or review it to send out.

Create invoice in the Dashboard

Use the switcher to view a preview of the invoice PDF and the associated payment link.

Invoice numbers & details

Invoice numbers are automatically generated and sequential per account. For example, the first invoice for an account will be INV‑1 and the following will be INV‑2 and so on.

Review & send

In addition to the amount due, an invoice will have the following information:

Invoice number: Automatically generated and sequential per account, for example, INV‑103
Invoice date: The date the service or sale occurred - this can differ from when the invoice is sent
Due date: When the payment is due to the merchant
Invoice description: Optional notes shown to the customer, for example, job numbers or description of services provided

You can send the invoice, or save it as a draft. When an invoice is sent, Moov automatically creates a secure, single-use payment link scoped to that invoice and customer.

Review & send invoice

Email notifications

Invoices are attached to an email in PDF format and are sent to customers in a variety of scenarios. If you have branding colors set, they will display in the email. Invoices are sent to the payer when the status is updated to one of the following:

Unpaid
Paid (receipt)
Overdue
Payment failed
Canceled
Additionally, an email is sent if the transaction has been refunded

Moov also sends an email to the merchant when an invoice status updates to paid, or if it's manually marked as paid via the payment resource endpointin the API. Moov also notifies merchants if the invoice is overdue, or the payment is disputed.

Example of an invoice attached to an unpaid email notification:

Invoice due email

Example of an invoice attached to a paid email notification:

Invoice receipt email

Manage invoices

On the main Invoices view, you can filter invoices by status, created on date, and due date. Once the payment link transfer completes, the invoice is marked as paid and the funds are available in the senders wallet. The table below shows the mapping of invoice status to payment link and transfer status.

Invoice status	Payment link status	Transfer status
`draft`	N/A	N/A
`unpaid`	`active`	N/A
`payment-pending`	`disabled`	`pending`
`paid`	`disabled`	`completed`
`overdue`	`active`	N/A
`canceled`	`disabled`	N/A

Edit an invoice

Only invoices in the draft, unpaid, or overdue status can be updated. The due date can only be updated if the invoice is in a draft status.

Payment failures & refunds

If a payment attempt fails, the invoice will automatically return to an unpaid status. The original payment link remains active, allowing the customer to retry the payment using the same link.

If a payment is refunded or disputed, the invoice will continue to show a paid status. Any refunded or disputed amounts are reflected directly on the invoice so you can see how much has been returned. Refunds and disputes follow Moov’s standard payment flow, meaning the refunded or disputed amount is deducted from the account’s wallet.