🧾 Create Invoice

Ready to send your first invoice? Great! Here's the simplest way to create one:

1. Navigate to Payments > Invoices & Estimates.

2. Click New > New Invoice.

3. Configure your invoice with details (items, prices, customer info).

4. Click Save.

5. 5️⃣ Finally, click Send.

Next, you can:

• 💳 Explore adding payment plans to help your customers.
• 🔁 Set up recurring invoices for ongoing services.

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🛠️ Edit General Invoice Settings

Customizing your invoices makes your brand stand out and ensures clarity. Here's how to make your invoices uniquely yours:

1. Navigate to Payments > Invoices & Estimates.

2. Click the Settings (gear icon).

3. Adjust your general settings (add your logo, company info, default payment terms).

4. When you're satisfied, click Save.

Next, you can:

• 🔁 Set up recurring invoices to streamline regular billing.
• 💰 Adjust your payment schedules to manage partial payments smoothly.

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📋 Manage Invoice

Keeping track of your invoices helps you stay organized and ensures timely payments. Here's how to quickly manage your existing invoices:

1. Navigate to Payments > Invoices & Estimates.

2. Find the invoice you're looking for in the invoice list.

3. Review its status (e.g., Draft, Sent, Paid).

Next, you can:

• 📞 Follow up with customers directly from the invoice view.
• 🧾 Create new estimates or invoices based on previous ones.

Happy invoicing! 💼