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Sending an Invoice

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:

  • Send  your invoice directly to a client
  • Copy a link of your invoice
  • Download your invoice
  • Preview your invoice
  • Save the invoice 
  • Delete your invoice (if in draft mode)

Invoice_Options.png

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 the action options to send

Sending_an_Invoice_from_Invoice_Tab.gif

 

 

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