Invoices

Steps

1. Create an invoice from a catalog of items, with taxes and notes.
2. Save as draft, send now, schedule for later, or record a payment.
3. Share a branded document and a secure online payment link.
4. Set up recurring templates for routine monthly billing.
5. Let clients save a card for autopay, so recurring invoices are paid on their own.

Tips

• Recurring templates plus online payment turn billing from a chore into a background process.
• Multiple payment methods make it easy for customers to pay how they prefer.
• Use Rate Increases to update recurring prices for many clients at once.

Related guides

• Estimates (quotes) Build and send price quotes that customers can review and approve, then convert them into invoices.
• Item Catalog A reusable catalog of services and products with prices, so invoices and estimates are fast and consistent.
• AR Aging See what is owed and how overdue it is, so collections focus on the right accounts first.
• Online payments Let customers pay invoices online with a secure link, plus support for recurring payments and multiple payment methods.