Invoices & Getting Paid

Learn how to create and edit Invoices as well as send them off to your clients for payment.

Sarah Daniele avatar Ankita Saini avatar Taylor Smith avatar
12 articles in this collection
Written by Sarah Daniele, Ankita Saini, and Taylor Smith

Invoices Overview

Learn how to create and edit Invoices as well as send them off to your clients for payment.
Ankita Saini avatar
Written by Ankita Saini
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!
Taylor Smith avatar
Written by Taylor Smith
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.
Taylor Smith avatar
Written by Taylor Smith
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.
Taylor Smith avatar
Written by Taylor Smith
Updated over a week ago

Editing an Invoice

Learn how to edit your Invoice
Taylor Smith avatar
Written by Taylor Smith
Updated over a week ago

Creating Additional Payments on an Invoice

Create additional payments on an Invoice to collect deposits
Taylor Smith avatar
Written by Taylor Smith
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.
Taylor Smith avatar
Written by Taylor Smith
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
Taylor Smith avatar
Written by Taylor Smith
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!
Taylor Smith avatar
Written by Taylor Smith
Updated over a week ago

Download an Invoice as a PDF

Download a PDF of your Invoices for your records.
Taylor Smith avatar
Written by Taylor Smith
Updated over a week ago

How to work with Retainers?

Create a Retainer for your design clients
Ankita Saini avatar
Written by Ankita Saini
Updated over a week ago