Create & Send Invoices

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Creating an invoice

1

Go to Invoices

Navigate to Clients → Invoices in the sidebar.

2

Click '+ Add Invoice'

Click the + Add Invoice button at the top right.

3

Select a client

Choose a client from the dropdown. Haven’t added them yet? Add a client first.

4

Set invoice details

Field	Description
Client Name	Select from dropdown (required)
P.O./Memo	Purchase order number or memo (optional)
Invoice Date	Defaults to today
Due Date	When payment is expected (required)

5

Add line items

Each line item has these columns:

• Services - select from your saved services
• Description - details of the service
• Hours - quantity of hours or units
• Rate - price per hour/unit
• Amount - auto-calculated from Hours × Rate

Click the + icon below the line items to add more rows.

6

Customize (optional)

• Edit Columns - customize which columns appear on the invoice
• Discount - apply a percentage or flat discount with an optional description
• Tax - apply a tax percentage with an optional description

7

Preview and Send

Choose one of the following:

• Save Invoice as Draft - saves without sending, edit anytime
• Save & Send - emails the invoice to your client with a PDF attachment and a Pay Now link (if Stripe is connected)

To preview an invoice before sending, save it as a draft first, then click the three-dot menu on the invoice row and select View.

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Draft vs. Send

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Invoice statuses

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Payment tracking

• Mark as paid - manually record that payment was received
• Record partial payment - track multiple payments against one invoice
• Auto-reconcile - if Stripe is connected, payments are matched to invoices automatically

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Client payment experience

1. An email with the invoice details
2. A Pay Now link (if Stripe connected) — no login required
3. A professional payment page where they can pay by card or bank transfer
4. A confirmation page after successful payment