Creating & Editing Invoices

When editing or creating a new invoice:

You can use the title editor at the top to set a name for your invoice; keep in mind that this title will be seen by the recipient of the invoice as well.

You can edit the listed business information for the invoice.

You can select a customer from your contact list as well as edit their listed information.

You can edit your invoice settings, including issue date, due date, and invoice number.

You can add products from your product list and edit the price and description of each product. You can also add/remove tax and hide the description.

You can add discounts, tax, and payment schedules for the invoice.

You can add additional options for the invoice, such as Terms & Conditions, Late Fees, Tipping, and adding attachments.

You can preview the invoice to see how it would appear, record payment if you’ve already received payments for the invoice, you can restrict payment methods (either allowing all payment methods or allowing only bank transfers (SEPA & ACH)), you can save a draft of your invoice, and you can send your invoice.

When sending an invoice, you can either directly send the invoice, bringing up a menu to choose how the invoice will be sent, or use the dropdown arrow beside the send button and choose to “Copy & Mark as Sent”, giving you a link to the invoice that you can manually send to your client and marking the invoice is sent under All Invoices.