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How to Send an Invoice for the Final Balance
How to Send an Invoice for the Final Balance

This is how your customer will receive their communications after their final payment

Danielle Walls avatar
Written by Danielle Walls
Updated over 5 months ago

Go to Jobs Pipeline and Search for the Deal Card of the Customer you would like to send the Final Invoice


1. Click on the invoice number

Click on the invoice number

2. Click on Receive Payment

Click on Receive Payment

3. Fill out the details of the payment

Make sure to add any relevant info on the "Note" section

Fill out the details of the payment

4. Toggle your Deposit or Receipt options

Remember that communication is key to success!

Toggle your Deposit or Receipt options

5. Click on Save

Click on Save

6. Click on Send Invoice

Click on Send Invoice

7. Click on Send

Click on Send

8. Click on Preview as Client

Click on Preview as Client

9. And this is the final invoice that the customer will get!

And this is the final invoice that the customer will get!
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