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 Braintree account! Check out our very easy to follow steps below:

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

• The next screen will have you select a client to create the invoice for.  
  • If the client is new, you can add them at this time as a New Client by selecting the 
    + sign.

• At this point, you can start adding items to your invoice.
  
  • The items can be existing services, or you can create new items to add to the invoice.
  • Available options:
    • Edit the business address and info that you want on the Invoice
    • Modify the label of the Invoice depending on how you refer to Invoices in your business
    • Setup whether you accept payment online
    • Setup whether you accept partial payment on invoice

• 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 add discount % or $, and multiple taxes if applicable.

• Your invoice will now include any items, discounts, taxes and other configuration changes that you have applied. 

Watch the below video for additional assistance: