Haven't subscribed to our Business Management Tools yet? Find out how to do so here.

How to Send an Invoice

Click here to watch a video tutorial or follow the instructions below.

2. You will be taken to your Leads. Tap on the lead that you wish to send an invoice to and select Create an Invoice. Note: You can also send a quote directly from the leads page.

3. From this page, you can import a previously sent quote into your invoice and make edits or you can build an invoice from scratch.

4. Once you are satisfied with your invoice, you can click Preview to see the PDF that will be sent to your customer and Email Invoice when you are ready to send.

5. You can also manage the status of your invoices from your customer's lead details.

Having trouble? You can start a new chat during business hours, and one of our Support Specialists will be able to assist! Our office hours are Monday - Friday 8AM to 9PM and Saturday 9AM to 6PM Eastern.