You are about to see how you can create a new invoice and get paid by your customers! You may also use your invoices separately from one another. You can also create invoices without having to connect a payment processor!

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Check out our very easy to follow the steps below:

Start New Invoice

• Navigate to Sales>Invoices & Bookings from the left navigation.
• Once on the dashboard click on New and select Invoice.

Select Client

• In the next screen select a contact, individual (i.e. client, patient, student, or pet), or item (i.e. job, project, opportunity).  
  • If the client is new, you can add them by selecting + New Client.

Edit Invoice

• Editing options available:
  • Add additional recipients, if applicable.
  • Edit the business address and info that you want to be displayed on the Invoice
  • Modify the label of the Invoice depending on how you refer to Invoices in your business (i.e. bill, statement).
•  Start adding items to your invoice.
  • The items can be existing services, or you can create new items to add to the invoice.

Edit Items

• If you need to add discounts or taxes to a line item, you can click on the 3 dot on the right of the item and Edit.

• In the following screen, you can edit the item details, i.e. name of item, description, quantity and prices. Discount by % or $ can also be applied to the item along with multiple taxes if applicable.

Add Terms & Conditions

• Terms & Conditions
  • To add your terms & conditions navigate to Settings > Payments > Invoice & Estimates > Customize your invoice terms & conditions

Add Notes

• Note to client
  • Any notes for the invoice can be added to this field. 
    • If you have a general note that you would like to be sent on all your invoices, you can save a note by checking the checkbox Save notes for future invoices.
      • That will carry the same note over to any new invoice.
      • You are able to remove or update your save note at any time. 
        • To remove a 'saved note' > erase the note in the field (make it blank) > select the checkbox to save notes for future invoices > select save draft.
          • Reopen the draft, the note to client field will be blank.
          • Any new invoice note to client field will be blank.
        • To update a 'save note' to a new saved note > delete the existing note > enter your new note, select the checkbox to save notes for future invoices.
          • That new note will appear on all new invoices. 

Select Payment Options

• Allow client to pay online
  • Checking this checkbox will allow your clients to pay via credit card or PayPal if you have a payment gateway connected. 
• Allow client to pay parital
  • Checking this checkbox will allow your client to submit a partial payment on the invoice. 

Review & Send

• Review Invoice > select send, once complete.