On the Invoices page, you can create an invoice, track the status of an invoice, edit and delete invoices, and filter to find and reference an invoice as needed.

Create an invoice from the Invoices page by selecting to "create" on the top right corner of the screen.

You may also utilize the "create" button on any page and select "New Invoice" to begin the process of creating an invoice.

You'll be prompted to select which of your projects you'd like to invoice for. Feel free to search for a project using the search bar, or select to "create project" to begin a new one.

Select the services for which you'd like to invoice and click "create." Feel free to choose to "skip" to manually type in a custom line item to invoice.

*Select to "save for later" at any time to save your progress and come back another time.

Select to add service or custom line item to the invoice. You can also select any expenses you may have for this project, pass on the 1% payment processing fee, or add any taxes. If all looks good, continue building the invoice by clicking "next."

Enter your client's billing information, a payment schedule, and a note - if you like! Select "preview" to continue.

Preview the invoice - select the boxes of the elements you'd like to include or not include in the invoice. Select to "finalize."

Include a message to your client and select to "send test email to myself" to preview the client experience, or if you're all ready to send off the invoice, select "send." Voila! Your invoice has been sent.

Track the status of your invoices on the Invoices page - filter for Paid, Sent, Overdue, or Draft invoices.

Delete or edit an invoice by selecting the 3 buttons to the right of the project name.

Related Articles:

Still have questions? We're happy to help!

Contact us at [email protected]

Did this answer your question?