You’re ready to get paid. You’ve started your business and now you want to send professional, clean invoices to your clients. But where do you begin? That’s where Keap comes in! If you’re new to Keap, don’t worry. This guide walks you through creating and sending your first invoice—step by simple step. So let’s dive in and get that money flowing.
What is Keap?
Keap is an all-in-one CRM and business automation platform. It helps small businesses stay organized, automate marketing, and yes—create invoices. It’s easy to use and perfect for beginners.
Why Use Keap Instead of a Spreadsheet?
Sure, spreadsheets are great for lists. But Keap is built for business. Here’s why it’s better:
- It looks professional
- You can accept payments directly
- It tracks everything for you
- You can follow up with clients in one click
Ready to start? Let’s break it down!
Step 1: Log In to Keap
First, go to Keap.com and log in. Don’t have an account? You can sign up for a free trial.
Once you’re inside the dashboard, you’re just a few clicks away from sending your first invoice. Exciting, right?
Step 2: Go to “Invoices”
After logging in, click on the left menu bar. You’ll see a section labeled “Money”. Click it.
Now click “Invoices”. This is where you’ll start building your invoice.
If this is your first time, you’ll see a welcome screen with some quick tips. Read through them or skip. Up to you.
Step 3: Create a New Invoice
Click the “+ New Invoice” button. A new screen will pop up. This is your blank canvas.
You’ll now need to enter the details:
- Client Name: Choose an existing client or add a new one.
- Date: Pick the date of the invoice. Usually today’s date.
- Due Date: When should the client pay you?
Step 4: Add Your Items or Services
This is the fun part. You get to enter what you’re billing for.
Click “Add Item” and enter the following info:
- Description: What service or product did you provide?
- Qty: How many hours or units?
- Rate: How much per hour or per item?
- Tax: If needed, apply any sales tax.
Don’t worry, Keap does the math for you. It calculates the total at the bottom.
Step 5: Customize and Add Notes
This part helps your invoice stand out. Be clear but friendly.
Scroll down to the “Notes or Payment Instructions” section. You can add shipping details, payment terms, or just a thank-you message.
Example:
Thanks for your business! Payment is due in 14 days by bank transfer. Please contact us for any questions.
Looks warm and professional, right?
Step 6: Choose Delivery Options
Now, how do you want to send this invoice?
- Email: Fastest and easiest. Add their email and hit send.
- Download as PDF: Great if you want to print or email manually.
- Send Link: Copy a direct link to your invoice and share it anywhere.
Choose one that fits your workflow. Most people go with email.
Step 7: Set Up Payment Options
This part is gold 💰. You can get paid directly through Keap!
Click the “Payment Options” and enable:
- Credit Card
- PayPal
- Bank Transfer (ACH)
Keap partners with payment processors like Stripe and WePay. If it’s your first time, you’ll need to connect an account. Just follow the steps—it only takes a few minutes.
Step 8: Review and Send
You’re almost done. Take one final look. Double-check:
- Spelling
- Amounts
- Client info
- Due date
Everything look good? Click “Send” and boom—you’re a pro now!
Step 9: Track Your Invoices
After sending, Keap keeps track of things for you. Go back to the Invoices tab. You’ll see:
- Paid invoices
- Pending invoices
- Overdue invoices
You can even send reminders to late payers with one click. Just select an invoice and click “Send reminder”.
Step 10: Automate if You Want!
Ready to get fancy? Keap offers automation tools.
That means you can…
- Send follow-up emails
- Trigger reminders for unpaid invoices
- Automate thank-you notes
Click on the “Automation” tab to explore. You’ll find templates and workflows ready to go!
Pro Tips to Make Your Invoices Shine
- Use your logo for branding
- Keep product names simple and clear
- Always include clear payment terms
- Follow up, but be polite
- Review reports monthly
These things make a big difference. Clients remember how you made them feel—even with an invoice!
Let’s Recap
Here’s how easy it was, right?
- Log into Keap
- Go to Invoices
- Create and fill in details
- Add items and rates
- Choose how to send
- Set up payments
- Hit Send!
- Track and automate
That’s it! You’re now officially a pro-level invoicer 😎.
Need Help?
Keap has a great support team and tons of user guides. Just click “Help” in the top-right of your dashboard. You’ll find chat support, tutorials, and FAQs.
Don’t let tech stop you from getting paid. Invoicing with Keap is fast, friendly, and professional.
So go on—start sending invoices that make your business look as good as your work really is!
Now you’re not just invoicing. You’re growing your business the smart way.