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Create an invoice

Create an invoice from billable order lines, check the recipient and invoice settings, and save or send it.

Select what to invoice

  1. Open Orders.

  2. Select the order.

  3. Review Order lines.

  4. Select the billable lines.

  5. Select Create invoice.

Complete the invoice

  1. Review Recipient and invoice email.

  2. Review Invoice date, due date, reference, and delivery method.

  3. Review Order lines and totals.

  4. Select Save and send later or Send.

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