Before sending the invoice, ensure you enable invoicing in your location.
Learn how to set up invoicing and payments in our YouTube video.
Send one-off invoice
1. Go to Community and select a user/company.
2. Go to Invoices and press Create Invoice
top right and confirm your choice.
Tap Create Item
and specify the name, unit price, custom tax rate (if needed), and quantity > Create
.
Manually created invoices use today's date and the following available sequence number.
To issue the invoice, create an item and press Issue
.
If the user already has a default payment method, then you'll see Issue and charge
button and can charge for the full invoice amount right away.
If you need to send the invoices automatically on a regular basis, create a subscription.