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Configure and send an invoice to a client.
1

Open Create Invoice

From client’s Billing tab, click Create Invoice.
2

Set Service Name

Enter what you’re billing for:
  • “Website Design”
  • “Monthly Maintenance”
  • “SEO Services”
3

Set Price

Enter the amount to charge.
4

Select Currency

Choose currency:
  • USD
  • EUR
  • GBP
  • And more
5

Set Frequency

Choose billing type:
  • One-time
  • Monthly
  • Yearly
  • Weekly
6

Send

Click Send Invoice.

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Invoice Fields

FieldDescription
Service NameWhat you’re billing for
PriceAmount to charge
CurrencyPayment currency
FrequencyOne-time or recurring

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Tips

  • Clear service names
  • Accurate pricing
  • Correct currency
  • Appropriate frequency

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