Send an invoice from the popup

4 steps · Updated October 23, 2026

  1. 1.View your customers

    Select Customers to see a list of everyone you bill and their current open balance.

    View your customers
  2. 2.View all invoices

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

    View all invoices
  3. 3.Create a new invoice

    Select New invoice to open the form for your billing details.

    Create a new invoice
  4. 4.Send the invoice

    Select Send invoice to deliver the document to your customer.

    Send the invoice
Send an invoice from the popup · Fernwood Invoicing help center