Send an invoice from the popup

4 steps · Updated October 23, 2026

1. 1.Open your customer list

   Select Customers to view a list of all your clients and their current balances.

   Open your customer list

2. 2.View your invoices

   Select Invoices to see a list of your existing bills, including their status and amount.

   View your invoices

3. 3.Create a new invoice

   Select New invoice to start a draft for your customer.

   Create a new invoice

4. 4.Send the invoice

   Select Send invoice to email the bill to your customer.

   Send the invoice