New Invoice

To create a new invoice:

1. Click your "Invoices" tab.
2. Click on your "New Invoice" link near the top of your page.
3. Select a client to bill from your drop-down menu.
4. Save your changes by clicking your Save as Draft button at the bottom of the page or you can notify the client immediately by clicking your Send by Email button.

Additional Information

Client Information: After selecting a client, address and other client information will be entered automatically. If it looks incorrect, you can manually edit it appropriately.

PO Number: You can optionally enter a PO number on the right side for your records.

Items: You can add items that you have previously set up. After selecting an item, default description, cost, quantities, and taxes will be entered automatically as you have defined them. You may edit these values as you see fit. If you would like more information on how to create items, see the New Item section. If you would like to add a new line after a particular item, click one of the "+" buttons on the left-side.

Taxes: If you want to define taxes for your invoice, see the Invoice Preferences section for details.

Preferred Method of Payment: You can select which payment gateway you would like your client to use by clicking the appropriate checkboxes in the blue box under the heading "Allow online payment with:".

Preferred Recipient: You can select the client contacts that would like to send the invoice to by clicking the appropriate checkboxes in the blue box under the heading "Send this invoice to:"

Notifying the Client: If you choose not to notify the client, they will not be able to see the invoice when they log in until you notify them. Please see the Notifying the Client section for details.

Requirements: Before you create a new invoice, you must have created a client user to send the invoice to. Please refer to the New Client section for details on how to do this. Also, if you are not the system administrator, you may not be able to add/edit invoices unless your system administrator has given you permissions to do so. See the Tabs section for more information.

Are we missing anything in our help manual? If so, please let us know by contacting us here.

You may also find additional help by visiting our support forum.