Raise an invoice

You can raise an invoice in two ways: from scratch, or by converting an existing quote.

From scratch

1. From the sidebar, choose Invoicing → Invoices.
2. Click New invoice.
3. Pick the customer, add line items, set the due date and click Save.

From a quote

1. Open the quote you want to convert.
2. Click Convert to invoice in the top-right.
3. Review the pre-filled line items, adjust as needed and click Save.

Sending the invoice

Click Send on a saved invoice to open the email panel. The flow mirrors Send a quote by email.

Recording a payment

Once a payment arrives, open the invoice and click Record payment. Enter the amount, date and method. Partial payments are supported.