Create and send an invoice
Invoice from scratch, from an estimate or from completed visits.
1 Create
- Click Invoices → Create new (or convert an estimate).
- Pick the client, add line items and set Days to pay (0 = due on receipt).
- Click Save.
2 Send
- Click Email and Send — or copy the client link.
- The invoice moves to Awaiting payment and shows in your Receivables.
Draft invoices aren't counted as billed until you send them.
Didn't find what you need?
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