Create, send and manage invoices

Create and review an invoice on the web

1. Open Invoices.
2. Choose Add Invoice when you need a manual invoice, or open the invoice created from a completed job.
3. Select the customer and add the line items.
4. Check the issue date, due date, descriptions, quantity, price and tax.
5. Save the invoice.
6. Open the invoice detail and review the Customer-facing Invoice.

Send or chase the invoice

Open the invoice and choose the email action. Confirm the recipient before sending. For an unpaid invoice, use Send Payment Reminder only after checking that the balance and recipient are correct.

Use Void Invoice when an invoice should no longer be collectible. Add a clear reason. Do not void an invoice simply to hide a payment problem.

Create and review an invoice on iPhone or iPad

1. Open More → Invoices.
2. Use the + action to create a manual invoice, or open one created from completed work.
3. Select the customer and add line items.
4. Check the issue date, due date, descriptions, price and tax.
5. Save and open the invoice.

Send or chase the invoice

From the invoice actions, choose Email Invoice or Resend Invoice and confirm the address. Use Send Payment Reminder for a genuine unpaid balance. Other actions include Share PDF, Take Payment, Payment Link and Void Invoice, depending on status and enabled features.

Create and review an invoice on Android

1. Open More → Invoices.
2. Use the + action to create a manual invoice, or open one created from completed work.
3. Select the customer and add line items.
4. Check the issue date, due date, descriptions, price and tax.
5. Save and open the invoice.

Send or chase the invoice

From the invoice actions, choose Email Invoice or Resend Invoice and confirm the address. Use Send Payment Reminder for a genuine unpaid balance. Other actions include Share PDF, Take Payment, Payment Link and Void Invoice, depending on status and enabled features.