Send an invoice without a proposal
Quick answerTap Send an invoice in your dashboard, or use the Invoice tab on your form. Add the customer, use Add From Pricing List for your services, check it over and send.
No proposal needed. Bill straight from here.
- Tap Send an invoice in your dashboard, or open the Invoice tab on your form.
- Fill in the customer's name, email and billing address.
- Tap Add From Pricing List to add your services, or type your own lines.
- Add a due date, PO number, discount, payment instructions or a note if you need them.
- Check it over, then create and send.
Made a mistake? Open the invoice and tap Void this invoice, then send a new one.
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