Once you have set up your baseline partnership and added your client as a customer, you are ready to request a payout. On GloPay, invoicing isn’t just about sending a static PDF file; it is a synchronized process that generates your project-specific Service Agreement and routes it directly to your client for structural B2B compliance.
Here is a straightforward guide on how to create, format, and securely dispatch an invoice to your customer.
Preparing for a Compliant B2B Invoice
Before hitting send, it is helpful to understand how our modern billing structure works behind the scenes. When you generate an invoice on GloPay, the platform builds a dynamic commercial document utilizing our approved legal vehicle.
Your invoice automatically carries your client’s exact corporate data alongside GloPay’s registered European VAT identification number. This design ensures that when the file lands with your client’s corporate accounting department, it passes their strict internal audit rules as a legitimate business-to-business vendor transaction.
Step-by-Step: Creating and Sending Your Invoice
Building your invoice takes only a few moments inside your platform account. Once you are ready to bill for your milestones, navigate to your sidebar and follow these steps:
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1. Initiate the Invoice Form: Log into your dashboard, click on the Invoices or Projects tab in your left-hand navigation sidebar, and click the Create New button in the upper right corner.
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2. Select Your Customer: Click on the customer dropdown menu. Select the specific client profile you created earlier. The platform will automatically pull their corporate registration number, billing address, and contact email into the active document background.
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3. Detail the Project Scope: Fill in your project parameters. Input a clear, professional project title, define your milestone descriptions, set the final payment amount, and select your preferred transaction currency.
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4. Generate and Dispatch the Link: Review your line items to verify everything is accurate, then click Send. GloPay will automatically finalize the transaction entry and instantly email a secure, private project link directly to your customer’s accounts payable contact.
What Happens After You Click Send?
Because GloPay operates on a robust regulatory framework, the invoice lifecycle involves a few important automatic milestones before funds hit your balance:
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Client Review & Approval: Your customer will receive an email containing a link to their private checkout portal. They must click this link to review the project details and electronically sign the project-specific Service Agreement. Note: An invoice cannot be processed or paid until your client actively completes this step.
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Platform Compliance Check: The moment your client approves the terms, GloPay’s internal system runs a swift, automated review to verify that the project scope matches our platform compliance and anti-money laundering (AML) guidelines.
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Payment Processing: Once the compliance check clears, your client can pay instantly using their preferred corporate method (such as standard international SEPA/SWIFT bank transfers or integrated payment rails).
Tracking Your Invoice Status: You don’t have to guess whether your client received the document. You can track the real-time status of your billing—ranging from Pending Client Approval and Approved by Compliance to Paid—at any time directly on your GloPay Dashboard.