Creating Invoices and Paying Charges
You can create invoices for both services and products. Invoices can be created at the proposal or Invoice tab. Payment for invoices can be through credit card, ACH (USA only) or “marked as paid.” Marked as paid allows you to record the invoice as any payment method. Invoices will automatically close when paid. Paid invoices cannot be deleted or edited.
Which would you like to know about Invoices?
Click the topic you wish to learn more about for Invoices to go directly to that Help Guide. At the bottom of each Help Guide you redirect to from the list below, there is a link to take you back here!
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.