Create an invoice

Start from any of these places:

• Quotes & Invoices page, Invoices tab: click + New invoice and pick the client.
• Any lead’s card: + New invoice in its Invoices section.
• An accepted quote: click Invoice on its row (fastest, see next article).

The invoice builder:

1. Line items: work, quantity, price, same as quotes.
2. Invoice type: One-time, or Recurring (see Recurring invoices).
3. How to pay: instructions shown on the invoice (Zelle, check, cash on completion, whatever you accept). Set a default once on the Branding page. With Stripe connected, the invoice also gets a Pay now button for card payments.
4. Notes for the client: optional.
5. Due date: defaults to 14 days out.
6. Send invoice emails it now; Save draft keeps it private.

Invoices number themselves automatically: INV-0001, INV-0002, and so on.