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

# Send Invoices and Match Payments Automatically with Rise

> Create and send professional invoices from Rise, then let AI match incoming payments automatically — no manual reconciliation needed.

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.

## Creating an Invoice

<Steps>
  <Step title="Open the Invoicing section">
    Go to **Invoicing** in the Rise app or web dashboard.
  </Step>

  <Step title="Start a new invoice">
    Click **New Invoice** and select an existing client from your contacts, or add a new one on the spot.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Set payment terms">
    Choose your payment terms — for example, 14 days or 30 days from the invoice date.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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](/features/magic-box)

## 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.

## Invoice Statuses

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

| Status | Meaning |
| - | - |
| **Draft** | Created but not yet sent to the client |
| **Sent** | Delivered to the client, awaiting payment |
| **Overdue** | Past the payment due date with no payment received |
| **Paid** | Payment received and matched to the invoice |

## 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**.

<Tip>
  Add your client's VAT number when creating the invoice. Rise uses it to apply zero-rate VAT for intra-EU B2B transactions automatically.
</Tip>

## 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.


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