Walkthrough · Intermediate

Send an invoice and get paid online

Create an invoice with a payment link and watch the ledger update itself.
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Send an invoice and get paid online — the real product, on its own artwork
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You will have

An invoice sent, paid online and posted — without re-entering anything.

8 min
  1. 1

    Connect your payment account

    Workspace → Payment account connects your own gateway so payments come to you.

    Connect your payment account — real screen of the product on a laptop
  2. 2

    Open Finance

    The dashboard shows revenue, expenses and bank balances.

    Open Finance — real screen of the product on a laptop
  3. 3

    Create the invoice

    Finance → Invoices: choose the customer, add lines and save.

    Create the invoice — real screen of the product on a laptop
  4. 4

    Send it with a payment link

    Send the invoice with its payment link so the customer can pay online.

    Send it with a payment link — real screen of the product on a laptop
  5. 5

    Watch it settle

    When it is paid, the receipt, the ledger and your finance team's notification happen on their own.

    Watch it settle — real screen of the product on a laptop

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FAQs

Questions, answered.

Still deciding? These are the things people ask before they start.

What is SelfRun AI?

SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.

Do I need to use every module?

No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.

Is there a free plan?

Yes. The Free plan is free forever for one person and includes every panel and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.

How long does setup take?

A guided setup takes a few minutes: company details, departments, team invitations and the modules you want. Importing existing leads, clients or employees from CSV is built in.

Can I use my own domain for my website?

Yes. Plans that include a custom domain let you connect your own domain with automatic SSL. Every workspace also gets its own address on our domain from the start.

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