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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. Click Continue .
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
If the recipient has automatic reconciliation enabled, the invoice will include their unique virtual account number for payment tracking.Under Email Delivery, you can choose who receives the invoice by email:
  • Send invoice email to recipient — enabled by default. Uncheck this if you want to generate the invoice without emailing the recipient (for example, if you plan to share it manually).
  • Include yourself as a recipient — sends a copy of the invoice to your email address.
Click Create & send email to deliver the invoice. If you uncheck both email options, the button changes to Generate invoice and the invoice is created without sending any emails.
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.