Once you have created your invoice, you are able to process it in various ways. By utilizing the options on the bottom of the invoice screen, you can:
- Add Options to your invoice
- Notes
- Save your invoice
- Preview your invoice
- Download the invoice
- Send your invoice directly to your client
Invoices can also be sent from the Invoices tab if you’ve previously saved it as a draft but decided to send it later.
To send from the Invoices Tab on the left-hand side of your dashboard:
- First, select the invoice you’d like to send
- Click the Arrow under Actions to send
