Skip to main content

From the user guide

Create and send an invoice

Bill a signed contract, check the draft, and send it so the couple can pay by card.

How to do it

  1. Open Money, then Invoices, and select CREATE INVOICE.
  2. Pick the couple, describe what you are billing for, set the amount and a due date, and create it. Creating makes a draft, not a sent invoice.
  3. Open the draft, read it the way the couple will read it, and use the Send control on the invoice itself. The state changes in front of you once it goes.
  4. Finish payout setup before you send. Until it is done the couple sees "Payment unavailable" on your invoice and cannot pay it.

Was this helpful?

Read next