How to Create an Invoice

How to Create an Invoice

  1. Navigate to “Invoices” on the left-hand menu


  1. Click “Create Invoice"

  1. Add "Invoice Details" and hit the (+) sign to add a fee
    1. You can add multiple fees by selecting another Service and entering a fee amount followed by hitting the (+) sign, once completed hit the "Next" button

  1. Here you may "Preview" your client's invoice, hit "Next" when ready to move on

  1. You may include a message to your client and hit "Publish" to complete the invoice creation and select whether or not to send via email


You will receive a confirmation that the invoice has been successfully published, you can now hit the "Ok, Got it" button and repeat the steps to create another invoice