Creating and sending an invoice

Invoices are created on the Invoices page and sent from the invoice's own detail page — saving and sending are two separate steps, so it's safe to save a draft and come back to it later.

1. Open Invoices in the sidebar and click New Invoice.
2. Choose the client — start typing their name and pick them from the list, or add a new one on the spot.
3. Click Add line for each product or service, and enter a description, quantity and rate. If this client is taxed, set the tax percentage and choose whether it applies on the subtotal or the total.
4. Click Save invoice. It's created as a Draft — your client can't see it yet.
5. On the invoice's detail page, click Send and choose Send Invoice. Your client gets an email with a link to view and pay it online.