FeaturesInvoices
Creating Invoices
Learn how to create and customize invoices
Create a New Invoice
Click the "New Invoice" button in the invoices section
Select or create a customer
Add line items with description, quantity, and price
Set payment terms and due date
Review and send to customer
Invoice Details
Customer Information
- Select an existing customer or add a new one
- Customer details are auto-populated from your records
Line Items
Add products/services with:
- Description
- Quantity
- Unit price
- Tax rate (if applicable)
Payment Terms
- Net 30, Net 60, or custom terms
- Set automatic payment reminders
Templates
Create invoice templates to save time:
- Customize design and colors
- Add your logo
- Set default payment terms
- Save as template
Pro Tip
Create different templates for different customer types or services.
Sending Invoices
After creating an invoice, you can:
- Send via Email: Automatically email to customer
- Download PDF: Save for records
- Share Link: Send a public payment link
- Print: Print directly from the system
Invoice Status
Invoices have these statuses:
- Draft: Not yet sent
- Sent: Delivered to customer
- Viewed: Customer has opened
- Paid: Payment received
- Overdue: Past due date
Learn more about managing invoices.