Invoices

Creating an invoice

You can create an invoice directly from New Quote — just switch the toggle from Quote to Invoice at the top.

Converting a quote to invoice

The easiest way. From your Dashboard, find any quote and click → Invoice. The invoice is created with all the same client details and line items.

Marking as paid

From the Dashboard, click Mark Paid on any invoice. The status updates to Paid and the date is recorded.

Overdue invoices

Invoices that are more than 30 days old and unpaid are highlighted in red on your dashboard so you can chase them easily.