Sending Invoices

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.

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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.