Creating and sending an invoice

1. Open Invoices and choose Create invoice.
2. Pick an existing customer, or enter a name, email, phone and (optionally) an account number to create one on the spot.
3. Choose the gateway that should take the payment and set a due date. Add a memo if you want the customer to see a note.
4. Add line items: a description, a quantity and a unit price. Tick Taxable on each line the tax rate should apply to.
5. Set the tax rate. It is pre-filled from your default and can be changed for this invoice.
6. Choose how the customer may pay (see Partial payments and deposits, and Card, bank account and authorize-only payments) and save.

A new invoice is a Draft and the customer has not seen it yet. Choose Send on the invoice list to email the customer their pay link. The same button reads Resend once it has been sent.

Invoices cannot be edited after they are created. If something is wrong, void it and create a new one.