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Creating Invoices

Create professional invoices in seconds

5 min read

# Creating Invoices


Send professional invoices to get paid faster.


Creating a New Invoice


  • Go to Invoices
  • Click New Invoice
  • Fill in the details
  • Send to your client

  • Invoice Details


    Client Information

  • Select from existing contacts
  • Or add new client details
  • Name, email, address

  • Line Items

    Add services or products:

    Description Quantity Rate Total

    Website Design 1 $1,500 $1,500

    Monthly Hosting 3 $50 $150

    Subtotal: $1,650

    Tax (8%): $132

    Total: $1,782


    Options

  • Invoice number (auto-generated)
  • Issue date
  • Due date
  • Notes/terms
  • Attachments

  • Sending Invoices


    Email

  • Click Send Invoice
  • Customize the email message
  • Send

  • Copy the invoice link to share via:

  • Text message
  • Other messaging apps
  • Your own email client

  • Invoice Status


    | Status | Meaning |

    |--------|---------|

    | Draft | Not yet sent |

    | Sent | Delivered to client |

    | Viewed | Client opened it |

    | Paid | Payment received |

    | Overdue | Past due date |


    Getting Paid


    Clients can pay:

  • Online via credit card (coming soon)
  • Mark as paid manually when you receive payment

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