Creating and Managing Invoices

Bill a customer and get paid without waiting until you're back at a computer.

Your invoice dashboard

Collected earnings vs. outstanding, invoices by status (draft, due, paid). Tap, long-press, or swipe for actions.

Creating an invoice

  1. Enter recipient and dates.
  2. Add line items from your catalog or custom, including partial quantities.
  3. Taxes apply automatically, adjustable.
  4. Add terms or notes.
  5. Review, send.

Start from a saved template, or convert a POS transaction directly into an invoice.

Recording payment

Tap-to-pay or manual entry; send via email, text, or both.

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