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How to send a live invoice to a client
How to send a live invoice to a client
Maria avatar
Written by Maria
Updated over a month ago


How to send a live invoice to a client

2. Click "Clients" in "Contacts" menu

3. Select the Client you want to send your Invoice to (or add a new one using Quick Client option)

4. Click "Invoices"

5. Click "Create New Invoice"

6. Set a Due Date

7. Set Tax percentage

8. Adjust any other setting necessary and click "Create Invoice"

9. Click "Yes" when prompted whether you want to edit your new Invoice or not

10. Review Invoice details and click "VIEW" at the top of the page

11. Select preferred way to send your Invoice to client in this menu

12. Or just copy direct Invoice link and send it to your Client via email, text, etc.


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