📄 How to send invoices

Jun 24, 2025

3MINS

Author of this article: Seb Haugeto, founder & CEO, Dealflow

This is a good place to start if you're new to Dealflow. Let’s dive right into it.

How does invoicing work in Dealflow?

Below follows a clear summary flow to ensure that you send your invoice properly.

  1. Navigate to the home page of the webapp.

  2. Click the "Create" button, and select the invoice type you want to create.

  3. Select the payor you want to send an invoice to. Notice that Dealflow will automatically add the optimal local account for you on the invoice.

  4. Adjust the currency to match your needs.

  5. Select the payment methods you want to offer your customer.

  6. Send the invoice by clicking the "Send invoice" button.

That’s it! You’re now ready to begin your journey with Dealflow 🚀

Please find the full video tutorial below. And make sure to skip to 6 minutes and 21 seconds to directly see the invoicing process.

You're welcome :)


Cheers, Seb

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