Send your first invoice

Set up how you get paid first, so customers know how to pay you.

Write the invoice

1. Open Payments and choose New invoice.
2. Under Customer, pick a contact.
3. Under Lines, describe the work, with a quantity and price. Choose Add a line for more, or Add a product… to pick from your saved products.
4. Add a Discount if you're giving one. The total updates as you go.
5. Check the dates, and add Notes if you like. Customers can see these.
6. Choose Save invoice. It's a draft until you send it.

Send it

1. On the invoice, choose Send invoice.
2. Pick Email or Text message.
3. Choose Send invoice.

They get a link to view and pay it, and the message shows in your conversation with them. If they can't be reached that way, the dialog tells you why.

To send the link yourself, open the More actions menu and choose Copy customer link.

Get paid

If you've connected Stripe, they can pay by card and the invoice marks itself as paid. If they pay another way, your bank details are on the invoice.

When money arrives by transfer or cash:

1. Open the invoice and choose Mark as paid.
2. Check the Amount. Change it for a part payment.
3. Pick How it was paid, and choose Record payment.

See where things stand

The totals at the top of Invoices show what's in Draft, Due, Overdue and Paid. Click one to see just those invoices. Every payment is listed under Transactions.

Made a mistake?

• On a draft, use Edit or Delete draft in the More actions menu.
• On a sent invoice, use Void. The customer's link will say it was cancelled, and you keep the record.
• To remove a payment entered by mistake, use the bin button beside it on the invoice.