Invoices and estimates
Create, send and collect invoices, recurring invoices and estimates.
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- How to create a recurring invoice (automatic billing)In Payments › Invoices & Estimates, click New › New Recurring Invoice, choose the customer and products, and set the frequency, start date and end condition. The system then creates and sends the invoice for you every period.
- How to create an estimate and turn it into an invoiceIn Payments › Invoices & Estimates › Estimates, click New, choose the customer, add the products and send it by email or text. When the customer accepts, open the estimate and click Create Invoice.
- How to create and send an invoice to a customerIn Payments › Invoices & Estimates, click New › New Invoice, choose the customer, add the products and click Send. The customer gets a link by email or text to pay online.