Make and send out an invoice in 6 simple steps.
- Click Create Invoice on the left-hand side of the home screen.
- Add a new customer or select an existing customer.
If needed, add new customer information.
- Add a new task and fill out the rate and hours. Add an item and fill out the price and quantity.
- Click Save Invoice and review your invoice before finalizing.
- After reviewing your invoice, click Finalize in the top right-hand corner. A message box will appear.
- Complete the message and click Send to send out the invoice.