Where Do I Go to Create Invoices for My Customers?
Creating and sending an invoice to your customer on your account is very simple and easy.
- Go to the Invoices tab under Get Paid in your dashboard.
- Click on ‘Create Invoice’
- Select customer you want to send the invoice to
- Enter Invoice Details
- Add Invoice Description, Unit Price, Quantity of Items and Amount
- To tax a line item check the Tax box
- Add message to customer: Payment Terms or any other information you want to provide (this will be attached to the invoice)
- Add attachments if necessary, upload from your computer
- Review and ‘Click Send’ via Email or SMS
That’s it! Your customer will receive an email or SMS with the Invoice pay link attached to it.
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