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Help Center/CONTRACTS

How to create and send invoices

Generate professional invoices for your services and send them to clients for online payment. Track payment status automatically.

Steps

  1. Go to Invoices and click New Invoice.
  2. Select the client or enter their details manually.
  3. Add line items for services rendered, products, and any extras.
  4. Apply applicable tax rates.
  5. Set the payment due date.
  6. Add any notes or terms at the bottom of the invoice.
  7. Preview the invoice for accuracy.
  8. Click Send Invoice. The client receives an email with a payment link.
💡 Tip: Link invoices to your contracts and bookings so everything is connected in one place.

FAQ

Q: Can I send recurring invoices?
Yes, set up recurring invoices for retainer clients or subscription-based services.
Q: What payment methods do invoices support?
Clients can pay via credit card, debit card, or bank transfer through Stripe.
Q: Can I duplicate an invoice?
Yes, duplicate any invoice and modify it for a new client or session.
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