Money

Creating a New Invoice

Last Updated -

To bill a client, you’ll probably want to create an invoice to send to them.  This is an easy and secure way to collect payment and keep a record of all payments made and overdue.  Here’s how:

 

Go to the Money tab, and select “Invoices”.  Click the button “New Invoice” at the top right:

 

 

Fill in the info to complete your invoice:

 

 

Once you’ve entered all the information, you can choose to save the invoice, or save and send it to your client’s portal:

 

 

They’ll be notified in their portal that they have a new invoice to view, and if they’ve given consent for text notifications, they’ll also receive a text message inviting them to their portal to view the invoice.  For more info about these notifications, take a look at What do Invoices Look Like from my Client’s Portal?

 

If you need more help or have questions, feel free to contact us at support@icouch.me and we will be happy to help!

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