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Create Invoices & Estimates

Learn how to create simple, professional invoices and estimates that help you gain more business and get paid faster.

Update Invoice and Estimate Settings

To update invoice and estimate settings:

  1. Open the platform.
  2. Click Settings.
  3. Click Billing & Invoicing.
  4. Under "Invoices & Estimates," enter relevant details.
  5. Click Save.
Note: You can add your company's terms and conditions for late payments, or anything your clients should be aware of when they receive or pay an invoice. You can do the same for estimates.

Customize Templates

Customize the look and feel of your invoices and estimates to match your style and brand.

To customize templates:

  1. Open the platform.
  2. Click Settings.
  3. Click Billing & Invoicing.
  4. Click Templates.
  5. Select a template by clicking Use Template.
  6. Customize the template.
  7. Click Save.
Tip: For the cover image, we recommend 1878 x 498 px for clarity or 913 x 242 px for the best display. Using other sizes may affect image quality.

Add Items

Add items to your estimates or invoices to clearly show what you're charging for.

To add items:

  1. Open the platform.
  2. Click Sales.
  3. Click Billing & Invoicing or Estimates.
  4. Click New.
  5. Select Invoice or Estimate.
  6. Select a client from the list.
  7. Under "Item," select an item. Repeat to add more.
  8. Fill in the remaining details.
  9. Click Save draft or Send.
Tip: If the item you need isn’t listed, click Add Custom Item to create your own.

Edit Items

You can edit items on your estimates or invoices anytime you need to make a change.

To edit items:

  1. Open the platform.
  2. Click Sales.
  3. Click Billing & Invoicing or Estimates.
  4. Click an invoice or estimate.
  5. Click the more options icon image.png.
  6. Click Edit.
  7. Hover over the item and click the edit icon .
  8. Update the information.
  9. Click Save.
  10. Click Save or Send.
Note: Any changes you make to the item will only affect the current invoice.

Delete Items

To delete items:

  1. Open the platform.
  2. Click Sales.
  3. Click Billing & Invoicing or Estimates.
  4. Click an invoice or estimate.
  5. Click the more options icon image.png.
  6. Click Edit.
  7. Hover over the item and click the delete icon .
  8. Click Save or Send.

Request Deposit

When creating an estimate, you can request a deposit so your client pays part of the total upfront before the service or products are provided.

  1. Open the platform.
  2. Click Sales.
  3. Click Estimates.
  4. Click New.
  5. Select Estimate.
  6. Select a client from the list.
  7. Under "Total Amount", click Request Deposit.
  8. Enter the amount.
  9. Optional: Check Round Up Amount to enable rounding.
  10. Click Done.
  11. Click Save draft or Send.

Assign a Payment to an Invoice

To assign a payment to an invoice:

  1. Open the platform.
  2. Click Sales.
  3. Click Billing & Invoicing.
  4. Click the invoice you want the payment to link to.
  5. Click the more options icon image.png.
  6. Click Edit.
  7. Click Assign Deposit.
  8. Select the payment you want to assign.
  9. Click Done.
  10. Click Save or Send.

Take Payment

Instead of sending a request, you can use the Take Payment action to collect the payment yourself.

  1. Open the platform.
  2. Click Sales.
  3. Click Estimates.
  4. Click New.
  5. Click Take payment.
  6. Select a client from the list.
  7. Add a Service, Product, or Package to checkout.
  8. Click Checkout.
  9. Select a payment method.
  10. Choose a payment method and complete the payment.

Turn on Late Fees for Invoices

Late fees on invoices help reduce late payments and improve your cash flow by automatically adding charges to overdue invoices.

To turn on late fees for invoices:

  1. Open the platform.
  2. Click Settings.
  3. Click Billing & Invoicing.
  4. Under “Invoice late fees,” turn on the Automatically apply late fees to overdue invoices toggle.
  5. Click Save.

Add a Late Fee to an Invoice

To add a late fee to an invoice:

  1. Open the platform.
  2. Click Sales.
  3. Click Billing & Invoicing.
  4. Select an active invoice from the list.
  5. Click the more options icon image.png.
  6. Click Edit.
  7. Under Terms & notes," check the Apply late fees when invoice is overdue box.
  8. Click Save or Send.

View a Work Order

A work order outlines the job based on estimate or invoice items including quantity and contact details, but excludes pricing. This helps share the project scope with staff or stakeholders without revealing financial information. Work orders are created automatically when you issue an estimate or invoice.

To view a work order:

  1. Open the platform.
  2. Click Sales.
  3. Click Billing & Invoicing or Estimates.
  4. Click an invoice or estimate.
  5. Click the more options icon image.png.
  6. Click View work order.

Send a Payment Reminder

If a payment is overdue or you simply want to remind your client, you can send a friendly reminder to keep things on track.

To send a payment reminder:

  1. Open the platform.
  2. Click Sales.
  3. Click Billing & Invoicing.
  4. Select an active invoice from the list.
  5. Click Send Reminder.
  6. Click OK.

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