Invoices and Estimates allow you to bill clients professionally. Send itemized breakdowns of your services and collect payments faster with integrated checkout links.
Creating an Invoice
Follow these steps to create and send your first invoice:
1
New Invoice
Navigate to Payments > Invoices and click "New".
2
Add Client & Items
Select a contact from your CRM and add products or custom line items to the invoice.
3
Send
Review the total and click Send to deliver the invoice via email or SMS.