Send an invoice from the side panel

4 steps · Updated October 23, 2026

  1. 1.View your customers

    Select Customers from the top navigation to see a list of everyone you bill.

    View your customers
  2. 2.View your invoices

    Select Invoices from the top navigation bar to see a list of your draft, sent, and paid invoices.

    View your invoices
  3. 3.Create a new invoice

    Select New invoice to open the draft editor. You can now add your line items and customer details.

    Create a new invoice
  4. 4.Send the invoice

    Select Send invoice to email the bill directly to your customer.

    Send the invoice