Create an Invoice

Finance

It’s most efficient to create an invoice from Accounts Receivable, because the new invoice automatically includes the selected charges. However, you can also create a new invoice from the Invoices page and manually add charges.

Click the options below to open guides or a video tutorial.

Select charges to invoice

Edit an invoice

Add or remove charges on an invoice

Export an invoice to send

Edit an invoice that has been sent

Delete an invoice