Send an invoice

Send an invoice when the bill is ready for your customer.

Steps

1. Open the project and select Create Invoice, or open an existing invoice from the Invoices tab.
2. Review amounts, customer details, and payment options. Turn on Accept Online Payment if you want the customer to pay online (set up payments first).
3. Select Send or Preview & Send.
4. Confirm delivery details in the send dialog.
5. Select Send Invoice.

What happens next

Your customer receives the invoice. If online payments are enabled, they can pay from the invoice link and Dave records the payment automatically.