Create an invoice

Create an invoice when work is ready to bill.

Steps

Open the project and select Create Invoice from the project menu, or choose Invoice from the create menu and pick a project.
Add line items, taxes, and any discounts. Search your pricebook to fill in common items faster.
Review the invoice total and payment options. To accept card or bank transfer payments, turn on Accept Online Payment (requires Stripe setup).
Select Save Draft to finish later, or Send / Preview & Send to deliver it.

Send the invoice to your customer. If online payments are enabled, they can pay from the invoice link. Otherwise, record payments as they come in.

Open Dave and contact support from your account for account-specific help.