All instructions
How to invoice customers and get paid
Send a professional invoice, take the payment, and chase what is late.
about 6 min to read
1. Sending an invoice
- 1Add your customers on the Customer list page, or add one as you go.
- 2Open Invoices and click New invoice.
- 3Pick the customer, add the items or services, and set the due date.
- 4Sales tax is added at your rate automatically.
- 5Click Email to send it, or Print for a paper copy. Attach your logo first on the Attach your logo page.
2. Getting paid
- 1When money arrives, open Receive a Payment, choose the customer and the invoice, and record it.
- 2A deposit recorded in Bank Accounts that matches an open invoice marks it paid on its own.
- 3Card payments taken at Point of Sale are matched the same way.
3. Chasing late payers
- 1Overdue invoices are flagged in red on the Invoices page and on Cash Flow.
- 2Click the reminder button to email a polite nudge with the invoice attached.
- 3Ask the AI Accountant "who owes me money right now?" for the full list with amounts and ages.
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