Sending Invoices

Send invoices to clients via email with a link to pay online.

Sending an Invoice

1. Open the invoice
2. Click Send Invoice
3. Review the email
4. Click Send

What Clients Receive

• Email with invoice summary
• View Invoice button
• Link to pay online (if payments enabled)

Tracking

See when clients:

• Open the invoice
• View payment options
• Make payment

Payment Reminders

For overdue invoices:

1. Open the invoice
2. Click Send Reminder

Or set up automatic reminders in Settings → Invoicing.

Next Steps

• Recording Payments when clients pay