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1

Start a new invoice

Go to: Banking > Invoices > Create InvoiceYou’ll first select or create a recipient.
  • Select an existing recipient by searcing by name or email, and click Continue
  • Add a new recipient by clicking Add recipient, then enter recipient name, email, and optional mailing address. Click Add recipient, then Continue.
2

Add invoice details

On the Invoice details screen, you can:
  • Confirm or edit the invoice number
  • Add an optional PO number
  • Add line items (description, quantity, unit price)
  • Click Add Line Item to include more items
The total updates automatically. ClickContinue .
3

Review and send

On the Review and send screen, you can:
  • Preview the full invoice
  • Confirm invoice and due dates
  • Review billing and sender details
  • Confirm ACH and wire instructions
Under Email Delivery, you can:
  • Send to the primary recipient
  • Include yourself as a recipient
Click Create & send email to deliver the invoice.
Karat is a financial technology company, not a bank. Banking services provided by Grasshopper Bank, N.A., Member FDIC. The Karat Visa® Business Credit Card is issued by Cross River Bank, Member FDIC, and pursuant to a license from Visa️ USA.