Invoices can be sent to your clients individually or shared through a Project. Here, we'll cover how to create and send a stand-alone Invoice to your client!
Create an Invoice
Navigate to Invoices, then click New Invoice in the top right corner.
If you've already created some Templates (which we recommend!), you can select one of those Templates, or start from scratch!
Now it's time to assign your client! ✔️
If you chose a Template, it will already be populated below:
You can make any necessary changes to the line items, price, and payment schedule here!
If you're starting from scratch, you can go ahead and start adding your Invoice details.
Send an Invoice
Once you've finished customizing your Invoice, it's time to send it to your client! ✉️
If you're not quite ready to send, you can save the Invoice as a draft and come back to it. 😄
After clicking Send Invoice, you can apply an Email Template (or type out an email) and send it off to your client!
✨ Want to add this Invoice to a Project? ✨
If you have any questions or need additional help, feel free to contact us in the chat bubble in the lower right-hand corner of your dashboard. We're always happy to help!
