Create and send a customer invoice
Custom invoices for a customer’s files, services, or other agreed work.
What to do
- Open Invoices and choose Create Invoice.
- Select the customer and enter a clear title.
- Review the due date, currency, terms, and any other available settings.
- Add the permitted file, service, or custom items. Check quantities, prices, and the total.
- Save a draft to review it privately, or choose Done & Send when it is ready for the customer.
Good to know
Drafts are visible only to their author. Item types and recurring settings depend on site configuration. Review the recipient and total before sending.