Creating & Sending Invoices

Step by step

1. 1

   Start an invoice

   Create one from scratch, from a completed job, or by converting an approved quote — items and client details carry over.

2. 2

   Set the due date

   Due on receipt, Net 7 through Net 60, end of month, or a custom date — overdue invoices get flagged automatically.

3. 3

   Check the line items

   Items, quantities and per-line GST work exactly like quotes. Totals calculate live.

4. 4

   Send with a payment link

   Hit Send and your client gets an email with the invoice and a link to pay online — worded by your template.

5. 5

   PDF and status tracking

   Download a PDF anytime. Statuses run Draft → Sent → Paid, with Overdue flagged in red until the money lands.