Setting up an Invoice
In order to send an invoice you must have already created a new client. Click here to set up a new client.
To watch the tutorial about creating invoices. Click here.
Select _Invoices > New Invoice_ from the navigation menu.
Select the client under the _To_ drop down menu.
If this is your first invoice, enter in an invoice number (ex. 1001). NOTE: You will need to determine your invoice numbering system before creating your first invoice as the invoice numbering will be automatically generated after the first one is created.
Under the _Item_ column, select the billable item and adjust the quantity as needed.
(Optional) Add multiple items by clicking on the +/- icon to the right.
(Optional) Send a note with an invoice, this will be viewable by the receiver.
To finish, click _Save_ button.
To send the invoice to a client, click here to see how to Send an Invoice.
To watch the tutorial about creating invoices. Click here.
Select _Invoices > New Invoice_ from the navigation menu.
Select the client under the _To_ drop down menu.
If this is your first invoice, enter in an invoice number (ex. 1001). NOTE: You will need to determine your invoice numbering system before creating your first invoice as the invoice numbering will be automatically generated after the first one is created.
Under the _Item_ column, select the billable item and adjust the quantity as needed.
(Optional) Add multiple items by clicking on the +/- icon to the right.
(Optional) Send a note with an invoice, this will be viewable by the receiver.
To finish, click _Save_ button.
To send the invoice to a client, click here to see how to Send an Invoice.
Updated on: 10/30/2019
Thank you!