Summary:
Create and send professional invoices to your clients directly from Triply.
Steps:
Go to Finance > Invoices.
Click New Invoice.
Select the client or booking you want to invoice.
Review the items, amounts, and taxes.
Add any payment terms or notes.
Click Generate and choose to Email or Download PDF.
🔔 Tip: You can link invoices to quotes and bookings for easy tracking.
Common Questions:
Q: Can I edit an invoice after sending it?
A: Yes – as long as the invoice is still unpaid, you can edit and resend it.