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Invoices and money

Create an invoice

Invoices come from accepted quotes, projects and packages, or you can start a blank one.

  1. Open Invoices and press New invoice, or invoice from inside a project or package.
  2. Check the lines, the due date and your payment details.
  3. Send it to the client, then press Mark as sent.
  4. It shows as overdue if it isn't paid by the due date.

More about invoices and money

  • Record a payment
  • Send a payment reminder
  • Understand the Money page

See it in the app

Try the live demo with sample data, or start free for up to 3 clients.

Try the live demo

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