Payments · 1 min read
Create and Send Invoices
Invoices let you bill customers for products and services straight from your account.
Create and send an invoice
- Go to Payments > Invoices and click New.
- Add the customer. Pick a contact or create a new one.
- Add products. Choose from your product list, or create a new product right in the editor.
- Add taxes, discounts, and notes as needed.
- Set the issue date and due date.
- Set payment options, such as a payment schedule for split payments, tips, or allowed payment methods.
- Click Send and choose email, text, or both.
About the editor preview
The preview on the right side of the editor shows the layout but may use sample data. Send yourself a test invoice to see exactly what your customer will get.
One-time vs. recurring
This creates a one-time invoice. To bill the same customer on a schedule, use a recurring invoice.
After you send
Track status (draft, sent, paid, partially paid, overdue) in the invoice list. Customers pay from the invoice link with your connected payment provider.