How to Create and Send a Crypto Invoice Instantly via CoinGate?

CoinGate's Instant Billing feature allows you to create and send crypto payment requests directly to individuals or businesses — with no integrations required. You can send invoices via email or by sharing a payment link.

Step 1: Start from Dashboard

To create an invoice, click “Create invoice”:

• Available directly from the Home page top menu
  

• Or under Billing > Create Invoice in the sidebar
  

This will redirect you to the Request money section.

Step 2: Select or Add a Contact

• Use the search bar to select an existing contact

• Or click  to add one manually:

  • Choose Person (enter name, surname, email)

  • Or Business (enter company name, email)

  • Optionally, add an external contact ID for internal tracking

• Click Save address to proceed
  

Step 3: Choose Billing Method

Once the contact is selected, you can choose how to build the invoice:

➤ Option 1: Request a Specific Amount

If you’re not billing based on products or services, you can simply enter a total amount and configure the following fields to customize your invoice:

➤ Option 2: Add Products

If you want to bill based on specific products or services, you can use this option to build a detailed invoice by selecting or creating items.

Once you switch to the Add products tab, you can:

Add Items to the Invoice

• Search for existing products in the dropdown menu.

• Or click  to create a new product:

  • Enter the product name

  • Set the price

  • Choose the currency

  • Click Add to include it in the invoice.
    

You can also:

• Adjust quantities of each item

• Remove or clear items before finalizing
  

⚠️ All products must be listed in the same currency.

Step 4: Configure Invoice Settings

You can customize the invoice with the following options:

When ready, click “Request”.

 Step 5: Invoice is Created

Once the bill is created, you’ll see:

• A confirmation screen with:

  • Total amount

  • Status (e.g. Pending)

  • Contact name

• Buttons to:

  • Copy bill’s URL

  • Preview bill

  • Send again

  • Cancel request

Step 6: Payment Experience for the Recipient

Once the invoice is created, you can deliver it in one of two ways:

• If “Send request via email” was enabled, the recipient will receive an email with the invoice details and a “Pay now” button.

• If email sending was disabled, you can manually share the payment link with the recipient. You can:

  • Copy the link immediately from the confirmation page shown after invoice creation.

  • Or go to Billing > Invoice history, open the invoice, and copy the payment link from the bill preview.

The recipient will see:

• A summary of the billed products or services

• Quantities, prices, and the total amount

• A clear “Pay now” button leading to a live payment invoice

🕒 Once the payment page is opened, the recipient will have 20 minutes to complete the transaction.

Track All Invoices

You can manage all your billing activity in Billing > Invoice history:

• View status: Pending, Paid, Canceled

• Open, resend, or cancel requests

• Create a new bill using a previous one as a template

Additional Notes

• You can reuse contacts and products to speed up future billing

• Sending via email is optional — you can copy and share the payment link manually

• Underpaid cover is useful when dealing with volatile crypto assets