Creating and Sending Invoices

Create invoices, add line items, and send to clients.

Creating and Sending Invoices

Creating an Invoice

1. Go to your project's **Invoices** section
2. Click **Create Invoice**
3. Add line items with descriptions and amounts
4. Review the total
5. Save as Draft or mark as Sent

Invoice Statuses

• **Draft**: Not yet sent to client
• **Sent**: Sent and awaiting payment
• **Paid**: Payment received
• **Overdue**: Past due date without payment
• **Cancelled**: Voided invoice

Sending an Invoice

You can send invoices two ways:

**Via Email**: 1. Open the invoice 2. Click **Share** → **Email** 3. Enter the client's email address 4. They'll receive a professional email with a link to view the invoice

**Via Shareable Link**: 1. Open the invoice 2. Click **Share** → **Link** 3. Copy the link and send it to the client 4. The link opens a themed preview with a download button

Recording Payments

1. Go to the project's **Payments** section
2. Click **Create Payment**
3. Select payment type (Invoice, Work Order, or Material)
4. Enter the amount and optional note
5. Invoice payments are linked to the specific invoice

PDF Download

Clients can download a PDF version of any invoice from the shared link.