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How to Send your First Invoice in Under a Minute
How to Send your First Invoice in Under a Minute

A quick step by step of how to turn your first accepted estimate into your first invoice.

Billy Webb avatar
Written by Billy Webb
Updated over a week ago

This article will be a continuation of the previous article How to Send your First Estimate in Under a Minute.

Navigate to any accepted deal and click the 'Create Invoice' button as shown.

Fill in any relevant details and click the 'Create Invoice' button as shown.

Select 'Yes' if you would like to archive the source document (recommended).

Click the 'Send' button on the document action bar.

You have now sent your first invoice.

For more information on invoices and billing, please refer to our other tutorials: 

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