Vendly's invoicing chain has three layers: a client you're selling to, a catalogue of products and services with their tax rates, and the document itself. Set the first two up once and every invoice afterwards is just a few clicks.

1. Add your client

2. Set up your catalogue

Each product or service carries a default tax rate (typically 16% standard VAT, 0% zero-rated, or exempt). The rate flows through to every invoice line automatically — fix it on the product, not on each invoice.

3. Create your first invoice

1. Sales → Invoices → New Invoice.
2. Pick the client. KRA PIN and billing address auto-fill.
3. Add line items from your catalogue. Quantity × unit price × (1 + tax rate) gives the line total.
4. Set the due date. Standard payment terms in Kenya are 30 days for B2B.
5. Optionally add a withholding-tax line if the buyer is a WHT agent (see Withholding tax article).
6. Save as DRAFT to review or SENT to issue.

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Open Invoices

Open Invoices

4. Send and follow up

Every saved invoice gets a public share link the client can open without logging in. Email it, copy-paste into WhatsApp, or print directly. Vendly tracks when the share link is opened so you know the invoice was seen.

5. Record payment

Once the client pays, record a Payment Receipt against the invoice. Partial payments are supported — the invoice status moves through PARTIAL → PAID automatically. Status changes post the journal entry that clears Accounts Receivable.