Help›Billing›Creating and Sending Invoices
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Creating and Sending Invoices

Generate job invoices and send payment links to clients.

🕐 5 min read•Billing
  1. 1Open the job record
  2. 2Click New Invoice in the Billing tab
  3. 3Review and edit line items
  4. 4Set payment terms
  5. 5Click Send Invoice
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Enable auto-invoice under Settings > Billing so invoices send automatically when a job is completed.

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