Create an invoice
Choose the customer, add the items and check the preview before you issue it.
Know what customers
still owe.
Create invoices, record payments and follow up on outstanding balances.
Customer invoicing
Each invoice keeps its own payment history.
When a customer asks what they still owe, open the invoice. It shows what was billed, what has been paid and what is still outstanding.
Getting paid
From invoice to payment.
Create the invoice, send it and record payments as they come in.
Templates and email
Use templates so every invoice looks the same. Emailing invoices and reminders needs a quick setup first.
Record payments
Record payments and booking deposits against the invoice. Recording a payment keeps track of it; it doesn’t collect the money.
Line items and tax
Check the descriptions, quantities, prices and tax on each line before you send the invoice.
Invoice status
See which invoices are draft, sent, partly paid, paid or overdue.
Invoice history
Every payment, change and cancellation is kept on the invoice for when you follow up.
