Send an invoice from the popup

4 steps · Updated October 23, 2026

1. 1.Open your customers list

   Select Customers from the navigation menu to view all your billed clients and their current outstanding balances.

   Open your customers list

2. 2.Open your invoices

   Select Invoices to view all your past and current billings.

   Open your invoices

3. 3.Create a new invoice

   Select New invoice to open the form for a new billing record.

   Create a new invoice

4. 4.Send the invoice

   Select Send invoice to deliver the document to your customer. The invoice status will update to show it has been sent.

   Send the invoice