How to create an invoice and send it to a customer

Step 1: Start a new invoice

In Customers & Invoicing, open Invoices & Quotes, then the Invoices tab, and press New Invoice.

Step 2: Choose the customer and dates

Search for the Customer (or press + to add a new one). Under Send Invoice To, tick the email addresses it should go to. Set the Payment Terms, Issue Date and Due Date. Leave the invoice number empty and it is created when you save.

Step 3: Add the items

Under Line Items, pick each product and set the Quantity; the price and tax fill in for you. Press Add Item for more lines. The Expected Profit box shows what you make on the invoice.

Step 4: Discount, terms and save

Add a Discount (percentage or fixed amount) if needed, any Notes, and check the Terms & Conditions. Running campaigns that apply are offered automatically. Then press:

• Save - keeps it as a draft.
• Save & Send - saves it and emails it to the ticked addresses.

The invoice appears in the list with its status.

Sending it later

Press the ⋮ on the invoice. Choose Send Invoice (email), Send via WhatsApp, or Copy Share Link to paste a link anywhere.

With Send Invoice, check the recipients (or add another address) and press Send, or Schedule it for later.

Invoice statuses

Draft, Sent, Viewed (the customer opened it), Partial, Paid, Overdue, Cancelled and Written Off. Filter by status with All Statuses.