Invoices and estimates

Create, send and track invoices and estimates, from draft to paid.

From Money → Invoices.

The lifecycle

• Invoices: Draft → Sent → Viewed → Partially paid / Paid / Overdue
• Estimates: Draft → Sent → Accepted / Declined → Converted (into an invoice)

Creating one

+ New invoice or + New estimate, then:

1. Choose who to bill — a person or an

organization.

1. Set the issue and due dates.
2. Add line items manually or with + From catalog. See

Catalog.

1. Set the tax rate and add notes.

Sending

Send (✉) emails the PDF. The customer needs a billing email on their contact page — this is the most common reason a send fails. You can also Download the PDF, or Save it for a shareable link.

> Repeat the same invoice every month? Set it up once in > Recurring instead.