Overview
Create a one-time invoice to request a single payment from your customer. You can define all details, preview the total amount (including fees and VAT), and send it in a few steps.
Entry Points
From your dashboard, go to Invoices and click New Invoice.
1. Fill in Invoice Details
Select or add a customer
Choose an existing customer or click + Add New
If you haven’t added any customer yet, refer to the “How to add and manage customers” article.
Choose the contact person
Select a contact linked to the customer The invoice and related emails will be sent to this contact
Select the project
Assign the invoice to an existing project or create a new one This helps you organize your transactions
Choose category and subcategory
Select the type of service you are invoicing for. Use subcategory to further define the service (e.g. Design → 3D Modeling)
2. Set Payment and Payout Details
Select payout option (You’ll collect payment in)
Choose a previously added payout option, or click + add a bank account instead
This opens the Add Banking Information drawer (Bank Account, Binance, Cenoa, MiniPay)
While you don’t need a payment account to create the invoice, you will need one to receive the payment
It is recommended to add a payout account during invoice creation to avoid delays later
Note: The payment collection account is also referred to as the “Payout Option.”
Choose transaction currency
Select the currency your customer will use to pay (e.g. EUR, USD, GBP)
This is the currency shown on the invoice and used during payment
It can be different from your payout currency
Note: If the payment is made in a different currency, a foreign exchange fee may apply
Select the service fee payer
Choose whether the commission is paid by you or your customer
The service fee payer is responsible for Ruul’s commission
The fee cannot be split between parties
3. Add Services & Attachments
Add services
Add a description, quantity, and unit price for each service
You can add multiple service items
Quantity options may include: item, hour, day, week, or month
The system automatically calculates:
Total amount to be paid by your customer
The amount you will receive
Extra Notes - optional
If there's anything you'd like to add as a note for your client, you can enter it here. These notes won't appear on the invoice PDFs, but your client can see them in the invoice details from their dashboard or during guest checkout.
Attach file(s) - optional
Supported formats, up to 10 MB.
You can attach files in the following formats, up to 10 MB:
PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, TXT, JPG, JPEG, PNG, GIF, BMP, ZIP, RAR.
4. Payment Schedule & Details
You have the option to send the invoice immediately or schedule it for a future date.
Select "Once Only" to send the invoice manually. The invoice will be sent immediately after you click Send Invoice.
Select "Automatically generate this invoice on..." to create recurring invoices on a chosen date each month. This feature ensures timely invoicing without manual intervention.
5. Review the total
The Summary section updates automatically as you enter details.
6. Check what happens next (release bekliyor)
(Insert screenshot: What’s next section)
The What’s next? section shows what will happen after you send the invoice:
Your customer receives a payment link via email
They can complete the payment using the link
A commercial invoice is issued after payment
7. Review and send the invoice (release bekliyor)
Click Review & Send to continue.
(Insert screenshot: Review & Send modal)
Review the invoice details and preview
Click Back to Edit if you need to make changes
Click Send Payment Request to send the invoice
After sending the invoice
(Insert screenshot: Success screen)
Once sent, you can:
Copy payment link to share with your customer
Download the invoice
Add a payment account if you haven’t already
Go to transaction details
Notes & Best Practices
You don’t need a payout account to create an invoice, but you need one to receive payments
Customer email cannot be edited after creation. If incorrect, delete and re-add the customer.
Only digital services can be invoiced through Ruul. Physical goods or salaries are not supported.
Fees and totals are calculated automatically
Commission rates vary depending on payout option and region (e.g., base rate + international rate).
Keep attachments under 10 MB.