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 and we will be happy to help!

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