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

# Create and send invoices with Hedwig

> Learn how to create professional invoices manually or with AI, add line items, attach clients and projects, and track payment status from draft to paid.

Invoices are the primary way you get paid through Hedwig. You can create an invoice in seconds — fill out the form manually, or ask the AI assistant to generate one for you from a conversation. Once sent, your client receives a payment page where they can pay directly in USDC on the chain of their choice.

## Create an invoice

<Steps>
  <Step title="Open the invoice form">
    Navigate to the **Invoices** tab and tap the **+** button, or tap **Create Invoice** from the home screen. The form opens with fields for client, amount, due date, and optional line items.
  </Step>

  <Step title="Select or add a client">
    If you have saved clients, tap **Select existing client** to pick one from the list. Hedwig will pre-fill the client's name and email automatically.

    If this is a new client, type the client name directly into the **Client name** field. Add their email address if you want Hedwig to send them the invoice automatically — this is optional but recommended.
  </Step>

  <Step title="Set the amount">
    Enter the invoice total in the **Amount** field. All invoices are denominated in USDC.

    If your invoice has multiple billable items, tap **Add line item** to break the total into individual descriptions and amounts. The line item amounts are summed to calculate the invoice total automatically.
  </Step>

  <Step title="Set a due date">
    Tap the **Due date** field and select a date from the calendar. A due date is required for every invoice. Hedwig creates a calendar reminder for the due date and, if you have Google Calendar connected, adds it there too.
  </Step>

  <Step title="Link a project (optional)">
    If the invoice is for work tied to a specific project, select it from the **Linked project** dropdown. Projects are filtered by the selected client. Linking keeps your billing and project history aligned.
  </Step>

  <Step title="Configure reminders">
    The **Payment reminders** toggle is on by default. When enabled, Hedwig sends your client reminder emails as the due date approaches. You can disable this per invoice if you prefer to manage follow-ups yourself.
  </Step>

  <Step title="Add notes (optional)">
    Use the **Notes** field for any message you want to appear on the invoice — payment instructions, a thank-you, or project context for your client.
  </Step>

  <Step title="Create and send">
    Tap **Create Invoice**. If you provided a client email, the invoice is sent immediately and its status moves to **Sent**. If no email was provided, the invoice is saved as a **Draft** and you can share the link manually.
  </Step>
</Steps>

## Create an invoice with the AI assistant

You can skip the form entirely by telling Hedwig's AI assistant what you need.

<Note>
  Try prompts like: *"Create a $500 invoice for Amaka due next Friday"* or *"Invoice TechCorp $1200 for the design project."* The assistant fills in the details and asks for confirmation before saving.
</Note>

The AI can also surface invoices you may have missed — just ask *"What invoices are still unpaid?"* and it will list them with due dates.

## Invoice statuses

Each invoice moves through a lifecycle as you and your client interact with it.

<CardGroup cols={2}>
  <Card title="Draft" icon="pencil">
    The invoice has been created but not yet sent. No client email was provided, or sending was skipped. You can share the payment link manually.
  </Card>

  <Card title="Sent" icon="paper-plane">
    The invoice email has been delivered to your client. Hedwig is tracking whether they open it.
  </Card>

  <Card title="Viewed" icon="eye">
    Your client has opened the invoice payment page. You receive a push notification when this happens.
  </Card>

  <Card title="Paid" icon="check-circle">
    Payment has been confirmed on-chain. The invoice is settled and appears in your earnings dashboard.
  </Card>
</CardGroup>

<Info>
  An invoice becomes **Overdue** once the due date passes without payment. Hedwig continues sending reminders if the reminders toggle is on.
</Info>

## Share an invoice

Every invoice gets a unique shareable URL (e.g. `hedwigbot.xyz/invoice/...`). You can:

* **Share the link** by opening the invoice and tapping the share icon — this lets you send it via WhatsApp, email, or any other channel.
* **Copy the link** to clipboard from the invoice detail view.
* **Let Hedwig send it** by providing a client email at creation time.

Your client does not need a Hedwig account to pay. They open the link in any browser, connect their wallet, and pay in USDC on their preferred chain.

## Download as PDF

Hedwig generates a PDF version of every invoice. Tap **Download PDF** from the invoice detail screen to save or share a formatted document for your records or your client's accounting.

## Manage existing invoices

From the **Invoices** list you can:

* **Filter** by status: All, Paid, Pending, Due Soon, or Recurring.
* **Send a reminder** by opening an invoice and selecting **Send Reminder** from the actions menu. You can also manually enter an email address if one wasn't saved originally.
* **Mark as paid** manually if your client settled outside of Hedwig (e.g. via bank transfer).
* **Delete** an invoice by long-pressing it in the list or selecting **Delete** from the detail actions menu.

<Warning>
  Deleting an invoice is permanent and cannot be undone. Any payment link associated with the invoice will stop working.
</Warning>