Invoicing
Invoices are used to bill clients for services, packages, and other fees. You can create an invoice from scratch or use a template to save time.
Once created, invoices can be sent to clients for payment, with built-in payment tracking, reminders, and status updates throughout the billing process.
Table of Contents
- Creating an Invoice
- Sending & Managing Invoices
- Payment Schedule
- Zero-Dollar Invoices
- Tax on Invoices
Where to Find It
You can access invoices by navigating to the main Billing tab and going to the Invoices side menu.
Zero-Dollar Invoices
In some situations, you may want to create a $0.00 invoice, such as when tracking services provided at no cost or recording deliverables without requesting payment.
Zero-dollar invoices behave a little differently:
- They are automatically marked as Paid when you select Finalize from the invoice actions.
- No payment request or invoice email is sent to the client.