How to create and send an invoice
Create an invoice from a job, review the draft, and email it with a pay link.
Understanding invoice statuses
Draft, Sent, Viewed, Partial, Paid, Overdue and Void — what each means and what sets it.
What customers see when you send an invoice
A walkthrough of the customer-facing invoice link.
Setting payment terms for invoices
Due on receipt or Net 7–90: set your default and choose terms when you create an invoice.
Downloading an invoice as a PDF
Download the invoice PDF, what's on it, and what your customer can download.
Voiding and deleting invoices
Invoices can't be deleted — void one to cancel it and keep the record.
Texting an invoice or estimate to a customer
Send an invoice or estimate by text, email or both, preview the exact message, and see why Text is unavailable for a customer.
