Create and send an invoice

Steps

1. 1

   Step 1: Open Bills and invoices in the sidebar and pick the Invoices tab. Press New invoice.

2. 2

   Step 2: Fill in Customer, Customer email, Issue date and Terms (Due on receipt, Net 15, Net 30 or Net 45).

3. 3

   Step 3: Under Collect by, pick Card (Stripe), Bank transfer or Both.

4. 4

   Step 4: Add lines with Add line, or Add from items. Add a Discount, Tax % and Memo if you need them.

5. 5

   Step 5: Check Send to and press Send, or press Save draft to finish later.

6. 6

   Step 6: After it's sent, copy the Invoice link or Open PDF.

Good to know

• Card payments need Stripe connected.
• Set your name on invoices, accent color, default terms, numbering and bank details in the invoicing settings (the gear on the Invoices tab).

Related articles

• Mark an invoice paid
• Remind customers who haven't paid
• Connect Stripe payments