Step-by-step guide to creating and sending an invoice to a client.
From the dashboard, click New Invoice. You'll be taken to the invoice editor.
Start typing your client's name in the Client field. If you've invoiced them before, their details will auto-complete. Otherwise, you can type their name and email directly.
Click Add Item to add services or products. For each item, fill in:
The invoice total is calculated automatically.
Click the Send button. Your client will receive a professional email with a link to view and pay their invoice online.
Tip: You can save an invoice as a draft to come back to it later before sending.