Creating a New Invoice
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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 firstname.lastname@example.org and we will be happy to help!