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Creating and Managing Invoices
Create, send, and track invoices for your clients
Updated February 12, 2026invoices, billing, payments, finance
Creating and Managing Invoices
Creating an Invoice
- Go to Finances > Invoices
- Click "Create Invoice"
- Select a client
- Add line items:
- Service description
- Quantity
- Rate
- Amount
- Set payment terms and due date
- Click "Save" or "Send to Client"
Invoice Status
- Draft: Invoice is being prepared
- Sent: Invoice has been sent to client
- Paid: Payment received
- Overdue: Past due date
Payment Tracking
Track payments and send reminders for overdue invoices directly from the dashboard.
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