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How to send an invoice to a client

You can send an invoice to the client for a booking or proposal, even before they pay. They can even sign & pay without having to log in.

Updated yesterday

Can I send an invoice to my client before they confirm, book and pay?

All bookings have an invoice and contract attached. To send an invoice to a client:

  1. Click on Sales --> Bookings and click on the booking.

  2. Go to the Invoice tab from the menu across the top of the booking.

  3. Scroll to the bottom of the page and click the page icon to copy the url.

  4. Send that url to the client; this will allow them to sign & pay without having to create an account and sign in.

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