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What invoicing does

Invoices let you bill a customer for a specific amount and collect payment online. You build the invoice from your saved items, send it by email, and the customer pays by card or bank (ACH). Payments flow into your account and settle like any other transaction. Find invoicing in the sidebar under Invoices > Invoices.

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Creating an invoice

1

Start a new invoice

Go to Invoices > Invoices and click New invoice. The invoice opens as a draft and is not sent to anyone until you send it.
2

Choose the customer

Search for an existing customer by name or email, or click Add new customer to create one. An invoice needs a customer before it can be saved.
3

Set the invoice details

  • Invoice number is generated automatically. You can edit it to a custom value, but it must be unique.
  • Issue date defaults to today.
  • Payment terms (for example, Net 15) set how long the customer has to pay.
  • Due date is derived from the issue date and terms, so it updates automatically when you change the terms.
4

Add line items

Under Line items, search your saved items, set a quantity and unit price, and add an optional description. Click Add line item for each additional line. The subtotal and total update as you go. An invoice needs at least one line item (with an item and a price) before it can be saved.
5

Set options and reminders

Configure how the invoice behaves (see the two sections below), then click Save draft.

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Invoice options

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Payment reminders

Invoices can send automatic email reminders. Each is a toggle you can turn on or off per invoice:
  • 3 days before due sends a friendly advance reminder
  • On due date sends a reminder email the day payment is due
  • 7 days overdue sends a late-payment follow-up

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Sending and tracking an invoice

A saved invoice starts as a draft. When you send it, the customer receives an email with a link to pay online. From there the invoice moves through states you can see in your invoice list: draft (not yet sent), sent, paid, and voided.
While an invoice is still a draft, you can edit its details and line items freely. Once an invoice has been sent, editing is limited, so review it before sending.

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Getting paid

When the customer pays, the invoice is marked paid and the funds are included in your normal deposits. You can track outstanding and paid invoices from the invoice list.