Creating Invoices

Send professional invoices to get paid faster.

Creating a New Invoice

1. Go to Invoices
2. Click New Invoice
3. Fill in the details
4. Send to your client

Invoice Details

Client Information

• Select from existing contacts
• Or add new client details
• Name, email, address

Line Items

Add services or products:

Description          Quantity    Rate      Total
Website Design       1           $1,500    $1,500
Monthly Hosting      3           $50       $150
                                Subtotal:  $1,650
                                Tax (8%):  $132
                                Total:     $1,782

Options

• Invoice number (auto-generated)
• Issue date
• Due date
• Notes/terms
• Attachments

Sending Invoices

Email

1. Click Send Invoice
2. Customize the email message
3. Send

Share Link

Copy the invoice link to share via:

• Text message
• Other messaging apps
• Your own email client

Invoice Status

Getting Paid

Clients can pay:

• Online via Stripe (Grow and Scale plans) — clients pay directly from the invoice link
• External payment links (all plans) — include a PayPal, Gumroad, or other link in notes
• Mark as paid manually — record cash, bank transfer, or other offline payments