Send an invoice

Open Invoices and press New. Pick the customer, add the lines, set the due date, and choose a layout or your letterhead. Send it by email.

Your customer gets a link. The page shows the invoice in your branding with a Pay button. You can see when it was opened.

If the customer pays by check or cash, press Mark paid. If a payment came in some other way, Mark paid externally.

Invoices are hidden from the sidebar until you first use them. Switch them on under Workspace settings, Manage Objects.