Create an invoice, check the total, and email it with a payment link.
By the end you will have sent an invoice your client can pay.
1. Create the invoice — Choose New then Invoice, or open the AI generator and pick Invoice. Pick the client.
2. Add line items — List what you are charging for, the quantity and the rate. The total updates as you type.
3. Set dates and terms — Set the issue date and the due date. Your default payment terms fill in automatically.
4. Review before sending — Open the preview. Check the client name, the total and the currency.
5. Send — Send by email. Your client gets a link to view and pay; you can see when it was opened.
The invoice went to the wrong person — Void it and create a new one. Changing the recipient after sending is not allowed, to keep the record honest.
The client did not receive it — Check the billing email on the client profile, then resend from the invoice.