Send an invoice
Send an invoice when the bill is ready for your customer.
Steps
- Open the project and select Create Invoice, or open an existing invoice from the Invoices tab.
- Review amounts, customer details, and payment options. Turn on Accept Online Payment if you want the customer to pay online (connect Stripe first).
- Select Send or Preview & Send.
- Confirm delivery details in the send dialog.
- 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.