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Clients · PhoneFor clients and guests

The invoice view

A clean, branded invoice that shows what's due, how to pay, and what's been paid so far.

Screenshot
  1. What's dueBalance, due date and paid so far.
  2. Save as PDFFor their records.
  3. How to payWhere to send it and what to write.

How to

  1. Send it from the invoice with Email invoice, or copy the client link.
  2. The client sees the balance, due date and how to pay.
  3. When you record a payment, their view updates and they get a receipt by email. Untick Email a receipt when you record it if they don't need one.