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This starts from the point where Invoice Bot is already running and reachable — inviting it to a server and configuring it are the only things that happen from here on.
1

Invite the bot

Generate an invite from the Discord Developer Portal’s OAuth2 → URL Generator using the bot and applications.commands scopes. See Installation & Permissions for exactly which Discord permissions to grant — Invoice Bot doesn’t need Administrator, and it doesn’t need any privileged intent.
2

Configure at least one payment method

Run /payment_config with whichever provider fields apply — for example paypal_email:, btc_address:, or stripe_link:. You can also set currency, invoice_prefix, admin_role, and log_channel in the same command. See Configuration for the full field list.
3

Create your first invoice

Run /invoice create to open the staged builder — add items, tax, a discount, a payment method, and notes, then confirm to post it. For a one-off flat charge, /payment creates and sends a single-item invoice in one command instead.
4

Decide whether you need payment profiles

By default every invoice bills to the server’s own configured payment details. If more than one staff member or team takes payments separately, turn on /payment_config payment_profiles_enabled:true — see Configuration before enabling it.

After setup

Every invoice posts as a live panel with Payment Details and Manage buttons that keep working across restarts. /invoice manage <number> reopens the same management panel manually. The full command reference starts at Invoices.
Something not working? Support covers the common first-run issues.