Skip to main content
How do I create an Invoice?
Updated over a month ago

To create an invoice, simply:

  1. Navigate to the Invoice Dashboard

  2. Click on Generate Invoice

  3. Provide the client name (you may need to add a client if they are not available in your list of clients), invoice date, invoice due date and item

  4. Update the message on your invoice and attach any applicable attachments, if needed

  5. Select the invoice payment methods

    1. If manual payment is selected you will not be able to select any additional payment options

  6. Select your Notification preferences

  7. Finalize and send your invoice

Did this answer your question?