Creating and Sending Invoices
Generate branded invoices, set up recurring billing, and track payment status from the Billing module.
- 01
Create a New Invoice
Open Billing > Invoices and click '+ New Invoice'. Select the client, add line items with descriptions and amounts, and choose a due date.
- 02
Customize Your Invoice Template
Go to Billing > Settings > Templates. Upload your logo, set colors, and configure footer text. All invoices use this template automatically.
- 03
Send the Invoice
Click 'Send'. The client receives an email with a 'Pay Now' button that links to your branded payment page. Stripe, PayPal, and Authorize.Net are all supported.
- 04
Track Payment Status
The invoice dashboard shows real-time status: Draft, Sent, Viewed, Paid, or Overdue. Automated reminders go out for overdue invoices based on your dunning schedule.
Still need help?
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