Send an invoice from the side panel

4 steps · Updated October 23, 2026

  1. 1.View your customers

    Select Customers from the navigation bar to see a list of every person or business you bill.

    View your customers
  2. 2.Open your invoices

    Select Invoices from the top navigation bar to view all your existing bills. You will see a list of your draft, sent, and paid invoices.

    Open your invoices
  3. 3.Create new invoice

    Select New invoice to open the creation form where you can enter the customer details and items.

    Create new invoice
  4. 4.Send the invoice

    Select Send invoice to deliver your bill to the customer.

    Send the invoice
Send an invoice from the side panel · Fernwood Invoicing help center