Send an invoice to a customer

Create and send

1. Open Invoices in the sidebar and press New invoice. Or open a customer card, go to the Invoices tab and press New invoice.
2. Pick the customer or type a name and email.
3. Check the invoice number, date and due date.
4. Add a line for each item: description, quantity and price. The amount and total count themselves.
5. Add a discount or change the tax if you need to.
6. Press Send invoice. The customer gets an email with a link to the invoice.

After you send it

• Resend invoice sends the email again.
• Copy link gives you the invoice link to send in your own message.
• Download PDF opens the invoice ready to save or print.
• Mark as paid closes the invoice when the customer paid by cash or bank transfer.
• If you connected online payments, the customer can pay by card and the invoice turns Paid by itself.
• Cancel invoice keeps it in your list, marked as cancelled.

Good to know

• This is a simple invoice, not an official tax document. Keep your official tax documents in your accounting system.
• On the Free plan you can send 5 invoices a month. Paid plans have no limit.