Help Centre

How to create a new invoice

Who can access this?
Any user on the individual plan or above can access this feature.
1. Open the 'Invoices' tab on the platform

2. In the top right, click 'Create new invoice'
3. Fill in the details for the date and recipient

4. Add in the name, description, quantity and unit price of any items you wish to charge for

5. Click 'Save' to save your changes or click 'Send Immediately' to automatically send out the invoice

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