Invoices & expenses
Create and send an invoice
An invoice bills a client for work. You can generate it from completed jobs or build it directly, send it as a PDF with a public view link, and mark it paid. Your dashboard shows what is paid and overdue.
Steps
- 1Open Invoices and create an invoice, or generate one from a completed job.
- 2Review the line items and total.
- 3Send it; the client receives a PDF and a link to view it.
- 4When the client pays, mark the invoice as paid.
Frequently asked questions
Can I see which invoices are overdue?
Yes. Your dashboard shows paid and overdue invoices at a glance so you can follow up.