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1. Create
Open Invoices and start a new invoice with the correct business and client information.
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2. Add items
Enter services, quantities, prices and applicable taxes/discounts. Verify the calculated total.
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3. Review
Check invoice number, dates, client details and payment instructions before saving.
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4. Share or export
Use the available PDF, preview or share controls and inspect the document.
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5. Maintain status
Record payment status using the supported controls; issuing an invoice does not prove payment was received.
Before you begin
- Verify tax and payment information before sending a client document.
Common questions
Is this the same as CRM finance?
These workspaces have their own controls and records. Check the relevant invoice/project workspace when reconciling.