Professional invoicing made simple.
Create unlimited customized invoices for
free, in just a few clicks. Plus, easily manage
customer payments from your dashboard.
Streamline your invoicing.
Do it all in one place
Instantly convert estimates into invoices, then accept,
track, and manage customer payments—all in your banking dashboard. Everything works together in one place, so you
don’t need another tool to manage.Invoice like a pro
Create professionally formatted, itemized invoices with
discounts and service charges, plus add your company logo
and the business name your customers recognize. Plus and
Premier customers can tailor invoices with custom fields.Save and earn more
Sending and managing your invoices is completely free—no subscription fees or volume-based charges required. Plus, you could start earning APY as soon as payments hit your account.BVSUP-00147
Stop chasing payments
Save time and avoid missed payments with automated reminders, recurring invoices, and autopay.
Send invoices in seconds
and get paid quickly.
Invoice, get paid, repeat.
Easily invoice your customers, track invoices, and accept payments—all in one place.
Start with an estimate to align on scope and pricing before work begins. Once approved, you can quickly convert it into an invoice—without re-entering details.
To accept credit and debit card, digital wallet, or ACH direct debit payments, connect your Stripe account, or create a new one from your Bluevine dashboard in minutes.BVSUP-00180
You can also send an invoice without payment processing enabled—just let your customers know how you prefer to be paid.
Create a list of your customers, products, and services in just a few clicks.
Set up invoices in minutes, add attachments, set up recurring invoices, and give customers the option to automatically pay future recurring invoices with autopay. Plus and Premier customers can also create custom fields.
Send to customers via email, SMS, or as a link or PDF. If you have payment processing enabled, you can track and automatically reconcile payments.
Receive customer payments directly into your main business checking account or one of your sub-accounts—and you could start earning APY immediately.BVSUP-00147
Get paid on time, every time.
Automatically send recurring invoices to your repeat customers, then let them enroll in autopay by saving their preferred payment method. Future recurring invoices will be paid automatically, meaning you get paid on time, with fewer follow-ups with customers.
Stay on top of every customer payment.
Track incoming payments, past invoices, and Stripe payouts all in your Bluevine dashboard. Filter by payment status to get a real-time view with transaction details, so you know what's been paid and what's still pending.
How to streamline your invoicing with Bluevine
Learn how to create and send professional, branded invoices right from your Bluevine dashboard—no extra tools needed.
Looking for a quick and easy way to get paid?
Send secure payment links by email or text to accept card, ACH, or digital wallet payments online.
Explore payment linksReady to accept in-person payments?
Use Tap to Pay to take contactless payments right from your phone—no extra hardware required, and funds go straight to your Bluevine checking account.
Explore Tap to PayInterested in learning more?
Email our team to get started with invoicing, payment links, and Tap to Pay with Bluevine.
Bluevine Invoicing FAQs.
Yes, you do need to have a Bluevine Business Checking account to be able to create and send invoices and/or payment links through the Bluevine platform. You can apply for an account here for free in minutes.
Yes, you can create and send unlimited free invoices or payment links through your Bluevine dashboard—no subscription fees or volume-based charges required. Depending on how a customer chooses to make their payment, Bluevine will deduct any associated payment processing fees. To accept card, digital wallet, or ACH direct debit payments, you'll need to connect or sign up for a Stripe account.BVSUP-00180
You only pay processing fees when you accept payments with Stripe:
| Cards and wallets (online) | 2.9% + $0.60 |
| Card on file | 3.4% + $0.60 |
| ACH direct debit | 1% |
Yes, you can convert an estimate into an invoice with a single click in your Bluevine account. This makes it easy to move from customer approval to getting paid without re-entering details.
Yes! You can enable payment processing in your Bluevine dashboard so customers can pay you via credit card and other payment methods from customers. Our payment links are powered by Stripe, a popular payment service provider (PSP) for small businesses.
Your Bluevine dashboard makes sending invoices and payment links super easy. Create and send a professional invoice or simple payment link to customers in minutes.
From the Sales tab in your dashboard, you can create unlimited invoices with your company logo for free—and in just a few clicks. You can then share with your customer via email, SMS, invoice link, or PDF. If you have payment processing enabled, you can accept card, digital wallet, or ACH direct debit payments directly into your main Bluevine Business Checking account or a designated sub-account by including a payment link on your invoice.
No, you don't need a Stripe account to create and send invoices from your Bluevine dashboard, or to accept direct payments from customers via check or ACH transfer. (Note: These types of payments will not show up in your Sales tab.)
However, you will need a connected Stripe account to accept card, ACH direct debit, and digital wallet payments into your Bluevine Business Checking account via payment links, which will be automatically added to invoices for seamless payment processing.
If you don't already have a Stripe account, you can easily create one from your Bluevine dashboard.
Yes, you can choose to send automatic reminders to your customers for unpaid invoices. Standard customers can send one reminder per invoice the day before the payment due date. Plus and Premier customers can schedule up to four reminders for each invoice. The reminder message won't send if an invoice is paid.
Yes, you can add attachments such as contracts, estimates, purchase orders, and other PDFs directly to your invoices to reduce extra back and forth that could delay payments.
A recurring invoice is an invoice that's automatically sent to your customer on the schedule you choose, such as daily, weekly, monthly, or yearly. Instead of creating the same invoice each billing cycle, you can set it up once and Bluevine will automatically send future invoices until your specified end date. You can also enable autopay for recurring invoices, allowing customers to automatically pay future invoices using their saved preferred payment method. For Standard plan customers, recurring invoices are available only when autopay is enabled.
Autopay for invoices allows customers to save a payment method when paying a recurring invoice, so future invoices in a series can be paid automatically.
With autopay for invoices, businesses can spend less time following up on payments while giving customers a simpler way to pay. Customers can also update or cancel autopay at any time.
Yes, you can send an unlimited number of invoices to your customers for free, whether or not you have payment processing enabled. If you don’t have payment processing enabled, you’ll need to coordinate with each customer to determine how you’ll receive payment. For example, customers can still pay you via check, which you can easily deposit from your phone, or direct ACH transfer—which requires sharing your routing and account numbers.
Simplify your invoicing.
Open a business checking account in minutes to start invoicing like a pro.





