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.
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.