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Send invoices

Create branded invoices, send to clients, track views and payments, and follow up on overdue balances.

8 min readUpdated April 15, 2026

Create and send

Pull line items from products, time entries, or free-form descriptions. Taxes and discounts apply per line or invoice total.

  1. Open Invoices → New invoice and select client.
  2. Add line items, taxes, and payment terms from your billing profile.
  3. Preview PDF, then send via email or share a payment link.
  4. Track delivery, view events, and record partial payments.

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