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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:

  • Add Options to your invoice
    • Notes
  • Save your invoice
  • Preview your invoice
  • Download the invoice 
  • Send your invoice directly to your client

Invoice_Options_at_Bottom.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 Actions to send

Send_Invoice_GIF.gif

 

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