From the Invoice Editor, open the Invoice Settings tab.

Add any discounts, configure automatic late fees or interest, set up a payment plan, and confirm the due date.

Click Share and select Send.

Choose Email or Text Message, configure payment reminders, and click Share Invoice.

1. From the Invoice Editor, open the Invoice Settings tab.
2. Add any discounts, configure automatic late fees or interest, set up a payment plan, and confirm the due date.
3. Click Share and select Send.
 
 
4. Choose Email or Text Message, configure payment reminders, and click Share Invoice.

Discover how to finalize and send invoices. Learn to configure settings like late fees and payment plans before sharing them via email or text.

Reviewing and Sending Invoices

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Create your workspace and invite the people you work with.

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