Send invoice

Follow the instructions below to send an invoice to the client:

  1. From the Accounting section, double‑click an invoice, or select it and click Open to view the invoice details.
  2. Click Send in the toolbar. This opens the Send Invoice pane.

  3. Enter or edit the delivery details and the body of the message. Check the box to Use this text next time to save the text as a template that is used each time you send an invoice.
    The From Email field is automatically filled out with your office email address, but another address can be entered manually.
  4. If you've enabled credit card processing with Stripe, check the box next to Include secure client payment link to include a link when you send the invoice that allows the client to view, print, and pay their invoice with a credit or debit card.
  5. When you're finished click Send.