Create
Generate an invoice from deal line items, from unbilled time entries, or from scratch. Invoice numbering and tax defaults are set per workspace.
Send & collect
Send the invoice with a public view link. Where online payment is enabled, the client can pay through the link and the invoice status updates automatically; partial payments are tracked.
Export
Invoices are part of the full data export, so your accounting workflow always has the source data.
Still need a hand?
Check system status, report a bug, or message the team.