On the Invoice Details page, you can edit the title, message, items, price, and customer details on the invoice.

You can also Send, Duplicate, Mark as Paid, or Delete the invoice directly on this page using the buttons located directly below the invoice details (above the Activity section).

Options to print the invoice are also available, and if you’d like to get the URL link of the page to send to a customer, click on the  button, or click on the  button to be taken to the page directly. Take note that certain invoices may not all have the same options depending on what they’re marked as.

To add a new invoice, make sure you’re back on the main Invoices page and click on the +Add Invoice button located towards the top right to be directed to the invoice creation page.

Under the “Invoice” section of the form, you can add the invoice number under the NUMBER field, a TITLE so you can illustrate for what or who the invoice is intended, a MESSAGE to add additional notes or details about the invoice, when the invoice is due and also when you’d like the invoice to be sent to its recipient(s) -- which is set up under the “Customer” section of the invoice form.

In the “Items” section of the form, enter the name of the item included in the invoice. Note, this item doesn’t necessarily need to be a tangible product: the item “name” could be a service that you are charging your customer(s).

Enter in the quantity in the field to the left of the PRICE field along with the price, discounts, and taxes, if any apply.

To add a billing address to the invoice, activate the Billing address dropdown above the save button and then Save the invoice once completed.

Invoice Settings

Along with the feature to create invoices, located in the + symbol under Invoices are the Invoice Settings where you can update the logo that appears on the invoice, details about the business location, or add your API key to generate the invoice on your webpage. You can make certain fields for your customers to fill out on the invoice required or leave them open. Utilizing the invoice settings isn’t mandatory, but it allows you to personalize your invoices to your business.

These settings will appear on the invoices that you send out to your customers and you can modify and change them at any time you see fit.