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Create and send invoices

Invoices are ideal for custom events, remote product sales, or collecting a balance without storing card details. Clients get a secure payment link by email or text.

Create an invoice

  1. 1

    Go to Sales > Invoice and click Add Invoice.

  2. 2

    Under Details, choose the Client and Location and enter an Invoice title.

  3. 3

    Under Line items, click Add item and choose services, products or packages.

  4. 4

    Adjust the team member, Quantity and Unit price for each line, and add a Discount if needed.

  5. 5

    Under Payment schedule, set the Due date.

  6. 6

    Click Save to keep the invoice as a Draft, or click the arrow next to it and select Save & Send to send it straight away.

Send an invoice

  1. 1

    In Sales > Invoice, open the invoice's actions.

  2. 2

    Select Send invoice. The client gets the invoice by email, and by text if they have a phone number, with a secure link to pay. The invoice moves to Awaiting Payment.

To send invoices, first connect Stripe or Square in Settings > Client Billing.

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