Create one
From Invoices, hit Create invoice. The editor opens full-screen: pick the client, add the line items, and watch it autosave as a draft while you work. Preview invoice shows exactly what the client will see, with your business details on it, before anything goes out. A draft stays a draft until you send it, so you can price the bridal package at 11 PM and sleep on it.Send it
Send invoice delivers a payment link straight to the client by email or text, wherever they actually read things. The client opens it, sees the itemized bill, and pays online with a card. No account required on their end, no “what’s your Venmo?”The life of an invoice
The list view tells you where everything stands at a glance:
Up top, the page tracks what you’ve collected this month and each client’s
payment score, so you know who pays on open and who pays on the third
reminder.
Collecting without the awkward texts
- Send reminder nudges an open invoice by email, text, or both. It’s one tap for you and reads politely to them.
- Resend invoice for the client who lost the link.
- Record a payment when money arrives outside the link: cash, check, or other. The invoice updates to paid or partial to match.
- Issue refund and Void invoice handle the reversals, with the history kept on the invoice.