Invoices Overview
Learn how to create and edit Invoices as well as send them off to your clients for payment.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
How to turn a Proposal into an Invoice
Your clients have approved your Proposal and you're ready to create an Invoice. Here's how!
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
How to create an Invoice
Learn how to create an Invoice for Products and Services to send to your client.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Creating an Invoice from your Products & Services tab
Easily create or add to an existing Invoice from your Products & Services tab.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Editing an Invoice
Learn how to edit your Invoice
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Creating Additional Payments on an Invoice
Create additional payments on an Invoice to collect deposits
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Passing Credit Card or ACH Fees to a Client
Learn how to pass along the credit card or ACH bank transfer fees to your client.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
How to email an Invoice to your client
Learn how to email an Invoice to accept payment from a client
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Manually Mark Invoice as Paid
Did your client pay by check, cash, or another payment method outside of your Studio? Mark the Invoice as paid manually!
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Download an Invoice as a PDF
Download a PDF of your Invoices for your records.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Download an Invoice as a CSV
Download your Invoice as a CSV to import into your accounting software.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Client Credits
Client Credits Overview
Create and apply client credits including retainers, deposits, prepaid blocks of hours, returns, cancellations, and refunds
Written by Dixie Willard
Updated over a week ago
Updated over a week ago
How to work with Retainers?
Create a Retainer for your design clients
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Prepaid Block of Hours
Create and keep track of a Prepaid Block of Hours for your design clients
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Creating a Credit for a Return or Cancellation
How to credit a product on a paid invoice.
Written by Dixie Willard
Updated over a week ago
Updated over a week ago
Creating a Refund for a Return or Cancellation
How to refund a product on a paid invoice.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago