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Rise handles the full invoicing lifecycle — from creating and sending invoices to automatically matching incoming payments against open items in your books. Once a payment arrives in your bank account, Rise closes the invoice without you lifting a finger. There’s no manual reconciliation, no chasing down bank statements, and no risk of leaving a paid invoice sitting open by mistake.

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Creating an Invoice

1

Open the Invoicing section

Go to Invoicing in the Rise app or web dashboard.
2

Start a new invoice

Click New Invoice and select an existing client from your contacts, or add a new one on the spot.
3

Search for the customer from the business listing

Search for your customer in the built-in business listing. Once selected, Rise automatically retrieves their eInvoicing address, VAT number, and other registration details, so you don’t need to enter them manually.
4

Add line items

Add your line items, quantities, and prices. Rise automatically applies the correct VAT rate based on your client’s country and VAT registration status — you don’t need to look anything up.
5

Set payment terms

Choose your payment terms — for example, 14 days or 30 days from the invoice date.
6

Send the invoice

Click Send. Rise emails the invoice to your client using a professional template that includes your company name, logo, and bank details.

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Many Invoices from One File

When your billing is based on material you already have, you don’t have to create invoices one at a time. Send a project billing report or a spreadsheet covering your whole customer base to Magic Box, and it produces the sales invoice drafts in one go. The drafts are ready to send: you review them and send. → Magic Box

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Automatic Payment Matching

When your client pays, Rise detects the incoming bank transaction and matches it to the open invoice automatically. Your accounts receivable is updated in real time — no manual entry, no reconciliation step. If Rise can’t match a payment with full confidence, it flags the transaction for your review rather than booking it incorrectly.

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Invoice Statuses

Every invoice in Rise moves through a clear set of statuses so you always know where things stand.

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Automated Payment Reminders

Rise can send automatic payment reminders to clients with overdue invoices, so you don’t have to chase payments manually. To configure when reminders go out — for example, one day after the due date, then again seven days after — go to Settings → Invoicing → Payment Reminders.
Add your client’s VAT number when creating the invoice. Rise uses it to apply zero-rate VAT for intra-EU B2B transactions automatically.

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Issuing a Credit Note

If you need to reverse or partially refund an invoice, you can issue a credit note directly from Rise. Open the original invoice, click Actions → Issue Credit Note, and specify the amount to credit. Rise books the credit note against the correct account automatically and links it to the original invoice for a clean audit trail.