How to create and send an invoice
Build an invoice from a job, line items, or scratch, and send.
Understanding invoice statuses
Draft, sent, viewed, partially paid, paid, overdue — what each means.
What customers see when you send an invoice
A walkthrough of the customer-facing invoice link.
Setting payment terms for invoices
Due-on-receipt, net 15, net 30 — and how they affect aging.
Downloading an invoice as a PDF
Save or email a polished PDF of an invoice.
Deleting an invoice
When to delete vs void an invoice.
