Invoices & Getting Paid

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

Paxton Willard avatarDixie Willard avatarSarah Daniele avatar
17 articles in this collection
Written by Paxton Willard, Dixie Willard and Sarah Daniele

Invoices Overview

Learn how to create and edit Invoices as well as send them off to your clients for payment.
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Written by Paxton Willard
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!
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Written by Paxton Willard
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.
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Written by Paxton Willard
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.
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Written by Paxton Willard
Updated over a week ago

Editing an Invoice

Learn how to edit your Invoice
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Written by Paxton Willard
Updated over a week ago

Creating Additional Payments on an Invoice

Create additional payments on an Invoice to collect deposits
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Written by Paxton Willard
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.
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Written by Paxton Willard
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
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Written by Paxton Willard
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!
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Written by Paxton Willard
Updated over a week ago

Download an Invoice as a PDF

Download a PDF of your Invoices for your records.
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Written by Paxton Willard
Updated over a week ago

Download an Invoice as a CSV

Download your Invoice as a CSV to import into your accounting software.
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Written by Paxton Willard
Updated over a week ago