Table of Contents
Invoices are formal requests for payment once work or a milestone is completed.
Creating an Invoice #
- Navigate to Sales > Invoices.
- Click New Invoice.
- Complete the fields:
- Customer, Invoice Date, Due Date
- Add line items from the Item List
- Apply taxes, discounts, or adjustments
- Customize with notes, terms, and attachments.
- Save, then choose to Send, Print, or Mark as Sent.
Invoice Management #
- Track payment status: Unpaid, Paid, Overdue, Draft.
- Add payment manually or automatically through integrated gateways.
- Set recurring options.
- Convert estimates into invoices.
