Running Your Business

Send and manage an invoice

Share a customer pay link and understand every invoice state.

An invoice can be Draft, Sent, Viewed, Partly paid, Paid, Overdue, or Void.

  1. Open Money, then Invoices.
  2. Open the invoice.
  3. Select Share invoice to copy the private link, or Email invoice.

When online payments are ready, the customer can pay by card or bank account. Otherwise, the pay page asks them to contact you or pay with Zelle or cash. Add a Zelle phone or email under Settings, Payments, so the invoice can show it. You can still send the invoice without one, and you record the payment after the money arrives.

Mark an unpaid late bill overdue. You can void a mistaken invoice only when it has no payments.

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