Creating and sending invoices
Create branded invoices in seconds.
3 min read
Creating an invoice
Need a formal invoice? Here's how to create one:
- Go to the client's profile
- Click Create Invoice
- Review the details:
- Click Generate
- Amount
- Description
- Due date
What's included
Your invoice includes:
Sending invoices
After creating:
Invoice vs reminder
Invoices are formal documents for records and accounting.
Reminders are friendly nudges to pay.
You can use both—send an invoice for records, then reminders to follow up.
Customising invoices
Your invoice automatically uses:
Related: Recording manual payments
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