Creating and sharing Invoices
What are payment links for invoices, and how do they work?
When you're creating an invoice, you can include a link that your customers can then use to pay you directly, with all payment details (like the amount, a description and your bank account details) pre-filled.
When you create and share an invoice with a payment link, your customers can pay via easy bank transfer. You can also choose to accept online card payments.
We've teamed up with Stripe so you can accept card payments including Apple Pay and Google Pay. Before you can accept them, we'll ask you to create an account with Stripe from your Monzo Business account.
Please note that invoices are only available to Pro customers.
How can I add a payment link to my invoice in the app?
If you're a Monzo Business Pro customer, head to the 'Get Paid' tab and tap on 'Create invoice'. This will open a blank invoice template.
Add your customer's details, and fill in the invoice fields.
When you tap 'Continue', you'll be given the choice to toggle on a payment link. Including the payment link will allow your customers to pay you by easy bank transfer.
If you also want to accept online card payments including Apple Pay and Google Pay, you'll first have to create a Stripe account from the Get Paid tab and you can do this by tapping on 'Get set up' in the section called 'Accept online cards'. Once you're set up, you can opt into accepting cards for a payment link by tapping 'Accept online cards'.
When you tap on 'Preview', we'll show you a draft version of what the PDF invoice will look like to your customer. This draft doesn't yet have the invoice number or the payment link embedded in it, as we'll create that when you tap 'Create invoice'.
When you tap on 'Create invoice' we'll create the PDF invoice for you and we'll show you a summary of the invoice you created. You can also check what it will look like to your customer if you tap on 'View your payment link' or 'Invoice PDF'.
You'll have the options to either 'Share invoice' or 'Save and share later'. You'll have to tap 'Share invoice' to send it out. You can share it like you would any invoice - but we've made it easy to use standard methods like email, SMS, or WhatsApp. If you tap on 'Save and share later', you'll see it in your Get Paid tab in the list titled 'Overdue' or 'Due' or when tap on 'All requests'.
So you know, you'll also have the option to 'Show a QR code', which your customer can scan to see the invoice on their own device!
You can access your created invoice at any point from the 'Get Paid' tab in the mobile or web app. We'll mark the invoice as paid for you when your customers make a payment by easy bank transfer or card. You can also mark a request as paid manually from the Get Paid tab. So you know, we'll send you an in-app weekly reminder of overdue invoices.
You can also cancel an invoice you created when you tap on them in the 'Get Paid' tab. Your customer won't be able to pay the invoice through easy bank transfer or card anymore if you do. You cannot delete an invoice you created.
How can I add a payment link to my invoice on the web?
If you're a Monzo Business Pro customer, head to the Get Paid tab in the left panel and click 'Create invoice'.
This will create a blank invoice template, where you can fill in the details, and you can choose to include a payment link. Including the payment link will allow your customers to pay you by easy bank transfer. If you also want to accept online card payments, you'll first have to create a Stripe account from the Get Paid tab by tapping on 'Get set up' in the section called 'Accept online cards'. Once you're set up, you can opt into accepting cards for a payment link by tapping 'Accept online card payments'.
When you tap on 'Preview', it'll download a draft version of what the PDF invoice will look like to your customer. This draft doesn't yet have the invoice number or the payment link embedded in it, as we'll create that when you tap 'Create invoice'.
When you tap on 'Create invoice' we'll create the PDF invoice for you and we'll show you a summary of the invoice you created. You can also check what it will look like to your customer if you tap on 'View your payment link' or 'Invoice PDF'.
After you create the invoice, you can download the invoice and copy the payment link, so you can paste it to email, SMS, Whatsapp, etc. and share it with your customer.
You can access your created invoices at any point from the 'Get Paid' tab in the mobile or web app. We'll mark the invoice as paid for you when your customers make a payment by easy bank transfer or card. You can also mark an invoice as paid manually from the Get Paid tab.
You can also cancel an invoice you created when you tap on them in the 'Get Paid' tab. Your customer won't be able to pay the invoice through easy bank transfer or card anymore if you do. You cannot delete an invoice you created.
Can I send an invoice without activating payment links?
Absolutely, just toggle off the 'Include payment link' option when creating an invoice. This way you'll create a pdf invoice without any online payment methods.
The invoice will have your bank details on the invoice, so your customers can still easily make a manual bank transfer to pay their invoice.
Please note that invoices are only available to Monzo Business Pro customers.
What will my customers see when I send them an invoice with a payment link?
Your customer will receive a PDF invoice:
When your customers click 'Pay Invoice', they will see a summary of your invoice as well as 'Pay by easy bank transfer' and 'Pay by card' (the card option will only appear if you have 'Accept online cards' toggled on). It looks like this:
