> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create and send an invoice?

> Build an invoice in the Create Invoice sheet, then save it as a draft or send it to a family.

<Note>
  **Must know**

  * Invoicing stays locked until your payments account is verified and payouts are set up. Until then you'll see a "Set up payments to start invoicing" prompt instead of the Create Invoice button.
  * An invoice must go to a **guardian already on file** — you can't create a new family while building the invoice.
  * Sending an invoice adds its total to the guardian's balance and emails the family a copy with a link to pay.
</Note>

Invoices bill a guardian for anything you sell outside of online checkout.

<Steps>
  <Step title="Open the invoice builder">
    Go to **Financials → Invoices** and click **Create Invoice**.
  </Step>

  <Step title="Choose the recipient">
    Under **Recipient**, search for and select the **Guardian** this invoice is for.
  </Step>

  <Step title="Add line items">
    For each charge, fill in a **Description**, **Qty**, and **Price**. Each line can also be tagged to a specific **Athlete** (optional) — handy when one invoice covers several kids. Use **Add another item** for more lines. The subtotal, tax, and total update as you type.
  </Step>

  <Step title="Set the due date">
    Pick a **Due date**. If the date is already past your grace period, you'll get a heads-up that the invoice will show as overdue.
  </Step>

  <Step title="Save or send">
    Under **Delivery**, choose **Save as draft** to finish later, or **Send immediately** to email the payment link now. Then click **Save draft** or **Send invoice**.
  </Step>
</Steps>

**Related:** [What do the invoice statuses mean?](/club/payments-checkout/invoice-statuses-explained) · [How do I share an invoice's payment link?](/club/payments-checkout/share-invoice-payment-link) · [How do I edit or delete a draft invoice?](/club/payments-checkout/edit-or-delete-draft-invoice) · [Get verified to accept payments](/club/get-set-up/get-verified-to-accept-payments)