How do I create, send, and manage invoices?

Audience: Customer

Module: Finance

Time to complete: 5–10 minutes

Applies to: Paid plans

Quick answer

Invoices formalize revenue and should be issued promptly after work is delivered or milestones are reached.

Step-by-step

1. Go to the Finance module

2. Select Invoices

3. Create a new invoice or convert from an approved quote

4. Add or confirm line items

5. Save and issue the invoice

What you should see

An invoice with:

• Invoice number

• Due date

• Total amount

• Payment status

Common mistakes

• Delayed invoicing

• Incorrect customer details

Best practice

Fast invoicing improves cash flow and professionalism.

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