How do I create, email and record a payment for an invoice?
How do I create a payment plan for a client?
How do I set my invoice defaults?

How do I create, email and record a payment for an invoice?

This article is a part of our New Member Training Guide in the Billing and Invoicing section. Navigate to the next article in the series by following the link at the bottom of this article or return to the New Member Training Guide homepage here.

The following video contains instructions on how to:

Create a new Invoice
Email the Invoice
Record payment for an Invoice

Next Article: How do I create a payment plan for a client?

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