Overview
Navigate to Finance → Invoices and click New Invoice.
Highlights
- Fill in the client, invoice number (auto-generated), issue date, due date, and line items with descriptions and unit prices.
- Add a tax rate if applicable.
- Click Save as Draft or Save & Send.
- On the invoice detail page, download as PDF or send via email directly.
- For recurring clients, enable recurring billing and set the frequency (weekly, biweekly, monthly, quarterly, annually).
- Record payments from clients using the Record Payment button, and the invoice status updates to Partially Paid or Paid automatically.