Create & Send Invoices

1 min. readlast update: 03.14.2024

Create Invoice 

Click the Create Invoice Button from the View Payments page

Select Pay by Text, Pay by Email or select both

Select the customers name you want to bill from the dropdown. For new Customers, select "Add New Customer".

Add the product or service you're charging for 

Click Add once you have verified the price and other details. 

Scroll down to preview your message template.

Set your send timing for immediately or a time in the future and click Send when ready. 

 

Was this article helpful?