Create and send an invoice
Create and send a one-time invoice from Payments > Invoices & Estimates: click New, build the invoice from your products in the builder, and send it by email or text from the green button in the top-right corner.
Before you start
Invoices are built from the products configured in your sub-account, so create the products you plan to bill before you open the invoice builder.
Without a connected payment gateway, an invoice can record a manually entered payment only — customers can't pay online. Connect a provider before you send invoices you expect to be paid by card. See Supported payment providers and methods by product area to confirm your provider works with invoices.
Open the invoice builder
Start a new invoice from the Invoices & Estimates area under Payments.
Open Payments > Invoices & Estimates.
Click New.
The builder shows the editing options on the left and a live invoice preview on the right; the preview updates in real time as you edit.
Build the invoice
Build the invoice by editing the sender, client, dates, and line items; every change appears in the live preview on the right.
Click the from text on the preview to edit your organization's billing information.
Click the invoice image to open the media library and select or upload a logo or other image.
Add the client — the customer being billed.
Edit the Invoice number, Issue date, and Due date.
Click Add an item and choose products from the Products tab. After adding a product, edit its price and quantity, or type a product name and press Enter to add it inline.
When the first recurring product is added, the invoice is automatically treated as recurring.
Add taxes and discounts
Add taxes and discounts from the invoice builder so they apply to the invoice total.
Click Tax Settings, then click Add Tax.
Enter the tax name, the rate in %, and a description or Tax ID number.
To discount the invoice, click the add discount icon.
Send the invoice
Send the finished invoice by email or text, or use test mode first, from the green button in the top-right corner of the builder.
Click the green button in the top-right corner.
Choose email, text, or test mode. Click Advanced to switch between live and test mode.
Click Save. Saving finalizes and sends the invoice.
Track status and transactions
Track a sent invoice from the Invoices tab, where statuses include Sent, Overdue, Paid, and Not Sent; filter the list by status and date range as needed. Successful and failed invoice-related transactions appear under Payments > Transactions.
For contact-level invoice history — the outstanding, paid, and past invoices for one person — see Viewing Payments, Invoices, and Subscriptions. To create and send invoices from your phone, see Create and manage invoices in Lead Connector.