How to create an invoice

Create an invoice from scratch, from a quote, or after a signed contract.

1
Open Invoices
Go to Documents and choose Invoices.
2
Create the invoice
Select Create invoice and choose the client. You can also create one from a quote or contract when that option is available.
3
Add the charges
Add line items, tax and due dates. Check the total and the amount still due.
4
Choose how they can pay
If Stripe is connected, you can offer card payment. You can also include bank details or another payment method you already use.
5
Save or send
Save a draft, or send the invoice so it appears in the Client Hub.

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