Create and send an invoice

Create an invoice on a computerOn the web

1. Open Invoices and click New invoice.
2. Pick a customer, or choose Add new customer.
3. Click Add item for each line. Check the dates and terms.
4. Click Save draft to finish later, or Review and send.
5. Under Delivery, choose Email or Text. Pick Mark sent if you delivered it some other way.
6. Click Send invoice.

Texting customers needs Pro, and the customer has to opt in first.

Create an invoice on a phoneOn your phone

1. Tap the round create button, then Invoice.
2. Add the customer and items, then tap Review and send.
3. Choose how to deliver it and tap Send invoice.