Create and send an invoice

Bill a customer with your numbering, terms, and tax rates applied automatically.

Send a professional invoice in minutes with all your business rules baked in. Your customer gets a payment link right away, and the revenue shows up in your ledger automatically.

1

Open Invoices in the sidebar.

Open Invoices in the sidebar.

 

2

Click New invoice.

Click New invoice.

 

3

Pick the customer. Their payment terms and default tax rate fill in for you.

Pick the customer — their payment terms and default tax rate fill in for you.

This pulls in the customer's saved payment terms and tax rate, so you don't have to enter them each time.

4

Enter the amount. Tax is added on top based on the line's tax rate.

Enter the amount — tax is added on top based on the line's tax rate.

The tax is calculated and added on top of your line amount based on the rate you've set for that customer.

5

Click Send invoice. The customer gets a payment link and revenue posts to the ledger.

Click Send invoice — the customer gets a payment link, and revenue posts to the ledger.

 

Your customer receives the payment link immediately and can pay right away.

 

What's next

Once your invoice is sent, track its status and follow up on any unpaid amounts from your Invoices dashboard.