Sending an Invoice

Here you will learn how to send an invoice to your client, once it is created.

You can easily customize your invoices with your company's logo. A company's logo is added in the workspace settings and will be used in all further created invoices. 

Moreover, you can set your company's name and address, as well as your client's personal details. This information will be automatically included in an invoice. 

To send an invoice to a client, you need to export it to an Excel file: 

1. Go to Invoices in the main menu.

2. Select a required invoice from the list of available invoices.

3. Click Export to Excel and save the invoice to a required directory.

Any data in the Excel file may be edited.

You may assign a status to an invoice. By default, it has status Draft. You can also mark the invoice as Sent or Paid.

Invoice status

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