Create an Invoice

You'll create invoices from the billing page or from a client's profile. The flow is the same; the entry point is whatever's quickest.

From the Invoices page

1. Open Invoices in the sidebar.
2. Click New Invoice.
3. Select the client from the dropdown.
4. Set the invoice date and due date.
5. Add line items:
   • Pick a service (auto-fills name and price), or enter a custom description.
   • Set quantity and unit price.
   • The line total calculates automatically.
6. Apply a tax rate if you've configured tax in Settings → Billing.
7. Review the totals.
8. Click Save as Draft to keep editing, or Send to deliver immediately.

From a client profile

1. Open the client's profile.
2. Go to the Billing tab.
3. Click New Invoice. The client is pre-selected for you.

After creation

• Drafts are editable, useful when you want to assemble an invoice over time.
• Sent invoices trigger a payment email to the client with a Stripe payment link (when Stripe Connect is set up; see Billing Configuration).
• Track payment status from the invoice detail panel.

Tips

• Add a clear due date to encourage timely payment.
• Use line item descriptions that match what the client expects to see, especially for less-frequent services.
• Invoice notes are a good place for cancellation policy text or thank-you wording.