Send your first invoice

Send an invoice when work is ready to bill.

Steps

1. Open the project.
2. Select Create Invoice or open an existing invoice from the Invoices tab.
3. Add the work and amounts to bill.
4. Review the invoice total, payment options, and select Send or Preview & Send.
5. Confirm delivery details and select Send Invoice.

To let customers pay online, set up online payments first and turn on Accept Online Payment on the invoice.

What happens next

After the invoice is sent, customers can pay online if enabled. You can also record payments manually and turn on automatic payment reminders if needed.

Already have an invoice in a spreadsheet?

Attach your Excel (.xlsx), CSV, or PDF file to Ask Dave and ask it to create a draft invoice for the right client and project. Follow the spreadsheet import steps, then check the draft before sending.