Creating and Sending Invoices

Create an invoice

1. From your dashboard, click Request in the left sidebar

2. Click Request Payment

3. Complete the form. Click Additional Settings to enter invoice details like due date and internal notes.

4. Click Review

5. If correct, click Create Payment Link Request

6. Copy the invoice link to share

Managing Invoices

To review an invoice, click Request in the left sidebar. You will see a summary of your payment requests.

You can also view the invoice link by hovering over the item in the table and clicking the eye icon .

To delete a request, click the trash can icon .