How To Create and Send Invoices

In this video, you'll learn how to create and manage invoices for a customer.

To start, go to CRM and choose a contact. For this example, we'll choose Angeles Stone. Click on Quick Links and go down to invoices.

As you can see she already has several invoices. They're listed on tabs according to their status. "Paid," "not paid," and "voided" are the options. For each one of these, we also have an action you can preview to see what the invoice actually looks like.

You can also pay when you enter a paid amount and click "save."

You can send the invoice to the customer or you can edit the template before you send it, As you can see, here this is the email template which has the invoice number, a link to the invoice, and the signature.

Here so you can change the default email if you want, and then you can send the invoice. You can also void or delete an invoice as well. Let's say you charged the person the wrong amount you want to void the invoice and create a new one you click void and then it would show up in your voided invoices now.

If you want to create a new invoice you click the "add invoice" button and you can see it'll automatically make the invoice date today. There's a due date that you can set however you like.

I can choose my terms and set when the payment is due and an item and price. We'll leave it as due upon receipt. You can also make some notes here if I need to you can see there's the subtotal calculated from the quantity and rate.
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You can also add a discount. Let's say she has a $10 discount and that'll take it off the total. If I had some shipping costs I could add them here.

When I have all this the way I want it all I have to do is click "Save." Now I can go ahead and send this to the customer. When I go into her contact record I'll be able to see where I've sent that to her and if she clicks on the link provided, she'll see the invoice.

That is how you send an invoice to a customer.