Create an Invoice

Creating and sending an invoice in Rho takes just a few steps. Here’s how to get it done:

1. Navigate to Invoices: From the main navigation, click Invoices. Select Create Invoice to get started.

2. Add Customer Details: Choose an existing customer from the list, or enter a new customer name to create one automatically.

3. Set Invoice Details: Confirm or update:

• Invoice date

• Due date

• Payment terms (e.g., Net 30 or Due on receipt)

4. Add Line Items: Enter the details for what you’re billing:

• Product or service name

• Quantity

• Rate

You can add multiple line items as needed. Totals will calculate automatically.

Before sending, you can add a personal note to the recipient's email (useful for payment instructions, project references, or just a friendly heads-up).

Review and create

Before finalizing, confirm:

• Subtotal

• Taxes (if applicable)

• Discounts

• Final amount due

Click Create Invoice. You’ll see a confirmation once your invoice is successfully created and ready to send.

Note: You can automate repeat billing by enabling Schedule this invoice to repeat and selecting the cadence that best fits your workflow.

Marking an invoice as paid

For invoices paid by ACH, you can select multiple transactions to mark an invoice as paid.
All transactions must be selected at the same time.

Note: Rho does not currently support partially paid invoices. If an invoice is being paid across multiple ACH transactions, wait until all payments have arrived before selecting the transactions and marking the invoice as paid. Once a transaction is linked, the invoice is marked as fully paid.

If a transaction is automatically matched and marks the invoice as paid before the remaining payment arrives, contact Rho Support for help updating the match.

For invoices paid by card, the full invoice amount must be paid in a single transaction.

For any questions or assistance you need, please reach out to our Support team at clientservice@rho.co or by phone at 855-743-8746.