--- title: Getting started with B12 Commerce description: A quick start guide for sending and receiving payments via B12 invoicing --- [Skip to content](https://support.b12.io/en/getting-started-payments-and-invoicing#main-content) ![b12 logo](https://support.b12.io/hubfs/b12%20logo.svg) - [Help Center](https://support.b12.io/) - [B12 Website](https://www.b12.io/) - [AI Website Prompts](https://www.b12.io/ai-website-prompt-gallery) - [Resources](https://www.b12.io/resource-center/) - [Pricing](https://www.b12.io/pricing/) - [Log in](https://b12.io/dashboard/) Open main navigation Close main navigation - [Help Center](https://support.b12.io/) - [B12 Website](https://www.b12.io/) - [AI Website Prompts](https://www.b12.io/ai-website-prompt-gallery) - [Resources](https://www.b12.io/resource-center/) - [Pricing](https://www.b12.io/pricing/) - [Log in](https://b12.io/dashboard/) - [Start for free](https://b12.io/signup/) [Start for free](https://b12.io/signup/) How can we help? - There are no suggestions because the search field is empty. 1. [B12 Help Center](https://support.b12.io/en?hsLang=en) 2. [Built-in features](https://support.b12.io/en/built-in-features?hsLang=en) 3. [Commerce](https://support.b12.io/en/built-in-features?hsLang=en#commerce) # Getting started with B12 Commerce ## A quick start guide for sending and receiving payments via B12 invoicing | ![](https://support.b12.io/hs-fs/hubfs/me-webp-3-webp-Nov-25-2024-12-53-41-7497-AM.webp?width=60&height=60&name=me-webp-3-webp-Nov-25-2024-12-53-41-7497-AM.webp) Written by: Madeline B. Last updated: 10 Sep., 2026 |   | This feature is currently available only to users located in the United States. | | --- | --- | --- | B12 Commerce helps you create professional invoices, send them to clients, and get paid by card or bank transfer. **Note:** You must verify your business before accepting payments. This is a one-time verification. ### Adding banking details 1\. In the left sidebar menu, go to `Commerce` **\[B12 2.0: Payments and Invoicing\]**. 2\. Click `Add banking details`. (This is required for you to accept payments.)  **Tip:** If you do not see this button, check your business address. Go to `Commerce` \> `Settings`, set Country to United States, and save. The button appears once a US address is on file. 3\. You will be prompted to verify your identity and bank account through **Stripe**. Your business address must be a **valid US street address**, not a P.O. Box. ### Sending an invoice 1\. Click `Create invoice`. A preview will appear on the right while you customize the details on the left. 2\. To edit the business contact information under **From**, click `Edit` under **Business information**, make changes, then click `Save`. 3\. Add client information: - Click `Add new client`. - Enter the client’s name and email address. - Click `Save`. **Note:** Name and email are required. Saved clients can be searched in future invoices. ![](https://support.b12.io/hs-fs/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio55147868006d37ccf9c0afbc1f024d700image-1.png?width=606&height=300&name=downloads.intercomcdn.comio55147868006d37ccf9c0afbc1f024d700image-1.png) 4\. Add invoice details: - Choose `Standard` or `Recurring`. - Click `Invoice items` \> `Add item`. Create a new line item or select an existing one. - Enter a title and price. (Description optional.) - Add as many items as needed. **Optional:** Add tax and/or apply a discount (dollar amount or percentage). ### Customizing the email You can change the default email sent with your invoice. Options include: - Adding CC or BCC recipients. - Editing the subject line. - Adding custom text to the email body. A preview appears on the right side of the screen. #### ![](https://support.b12.io/hs-fs/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio5514821990f8c3340f3871673e1dc022aimage-1.png?width=670&height=252&name=downloads.intercomcdn.comio5514821990f8c3340f3871673e1dc022aimage-1.png) ### Setting a next step After a client pays, you can define what happens next. Options in the **Next steps** dropdown include: - **None** – Display a success message. - **Complete a form** – Direct to a form. - **Schedule an appointment** – Direct to a scheduling form. - **Make a payment** – Go to a checkout page (*not recommended* for invoicing). - **Redirect** – Direct to a page, URL, or file.  For example, to schedule an appointment: 1. Select `Schedule an appointment`.   2. Choose an existing scheduling form or create a new one. 3. Customize the success message if desired. 4. Click `Save`. ### Sending the invoice When the invoice is ready, click `Send`.  **Note:** If the Send button is disabled, check your invoice settings. If `Show Business Address` is enabled, you must fill in all address fields (including City and State) before you can send the invoice. If you don't want your address to appear on the invoice, uncheck `Show Business Address` to remove this requirement. ### Sending reminders If an invoice is unpaid, clients automatically receive: - A reminder the day before the due date. - An overdue reminder the day after the due date. To send an additional reminder: 1. In the invoice list, click the three dots under **Actions**. 2. Select `Send reminder`. 3. Customize the message and click `Send email`. #### ![](https://support.b12.io/hs-fs/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio29763980807d5b588ddbed1fbfecc7035Screen+Shot+2021-02-08+at+8.38.50+PM.png?width=669&height=290&name=downloads.intercomcdn.comio29763980807d5b588ddbed1fbfecc7035Screen+Shot+2021-02-08+at+8.38.50+PM.png) ### Receiving payments When a client pays, both you and the client receive confirmation emails. You can track payments under `Commerce` \> **Payments** in your account. - **Available** funds can be paid out. Your first payout may be held for a one-time review before payouts are enabled on your account. - **Pending** funds become available 2–5 business days after payment confirmation. #### ![](https://support.b12.io/hs-fs/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio29764052993b561bb67318c6709de12f4Screen+Shot+2021-02-08+at+8.43.43+PM-2.png?width=669&height=266&name=downloads.intercomcdn.comio29764052993b561bb67318c6709de12f4Screen+Shot+2021-02-08+at+8.43.43+PM-2.png) ### Creating payouts To transfer funds to your bank account: 1. Go to `Commerce` \> **Payouts**. 2. Click `Create payout`. 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