Once you've connected your payment processor in Settings, you're ready to create and send professional invoices that clients can pay with just a few clicks. No more chasing down payments or wondering if someone received your invoice—everything happens in one place, and you'll get notifications when clients make payments.
Create an invoice from scratch
Click Invoicing in the main menu, then New Invoice.
Select (or create) a contact and project, then click Create Invoice. Every invoice lives inside a project, which keeps all your client communication, contracts, and payment history organized together.
Click Edit on the right side to add your line items—name, quantity, price, tax, description, and income category. Click Add Item for each line, then Save.
This works great for one-off invoices or custom projects, but if you're billing for the same services repeatedly, packages can save you a lot of time.
Speed things up with Package templates
If you offer fixed-rate services, like bundles, à la carte items, or add-ons, you can set them up as packages once and reuse them forever. This eliminates the tedious work of manually typing line items every single time, and ensures your pricing stays consistent across all clients.
Go to Invoicing → Packages under Templates.
Click the + icon and enter a name for your package, then add the details: item name(s), pricing, descriptions, and anything else you want to set for repeated use. Repeat for each service you offer.
When creating an invoice, use the Add a package dropdown to select your pre-built packages. All the line items populate automatically with the correct pricing and details.
Packages are especially helpful if you offer tiered pricing (Starter, Standard, Premium) or frequently upsell add-ons. Build them once, use them every time.
Send your invoice
Click the Share icon and select Send.
An email draft will pop up with your invoice embedded as a clickable button. Edit the email message or choose a canned email template if you've already created one, then send.
Your client will receive the email, click the button, and land on a branded payment page where they can pay immediately. You'll get a notification the moment payment goes through.