How to0:46

Send a client an invoice

Create the invoice under Invoices, New invoice, save it as a draft, then click Send to email it to the client.

Steps

  1. Open Invoices, click New invoice, and pick the client.
  2. Add a line for each piece of work, with the quantity and the rate.
  3. Set a due date and a short note. The total adds up as you go.
  4. Click Save draft. Nothing goes to the client yet.
  5. Check it over, then click Send.
  6. The client gets the invoice by email, and it's marked Sent.
  7. Want a Pay Now button in that email? Connect Stripe under Invoices, Getting paid.

Plan: Solo and up. Compare plans

0:53

Set up monthly recurring work

How toSmall Firm and Agency

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