Create an Invoice

Creating an Invoice

1. Go to Billing → Invoices and click New Invoice.
2. Select the customer and billing address.
3. Add line items: description, quantity, unit price, and tax rate.
4. Set the invoice date and payment due date.
5. Click Save & Send to email the invoice to the customer as a PDF.

Where to go next

• Understand the whole module → How Billing & Invoicing Works
• Next in this module → Set Up Recurring Billing
• Manage Subscriptions
• Apply Payments
• See where this fits in the bigger picture → How a Lead Becomes Cash