Send an invoice

Invoices help you request payment and track status from draft through paid.

What this feature is for

• Invoices help you request payment and track status from draft through paid.

When to use it

• A customer owes money for services, products, deposits, or completed work.
• You need a customer portal link and payment tracking.

Do it manually

1. Open Money.
2. Choose Invoices or create a new Money document.
3. Select customer, amount, due date, line description, tax, and terms.
4. Preview the invoice and portal link.
5. Send only after confirming the customer and amount are correct.

Ask Faster AI

Draft an invoice for [customer] for [amount/services]. Ask me for missing details, show a review checklist, and do not send until I approve.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of send an invoice.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Track invoice status
• Copy and open customer portal links