Skip to main content
Invoices let you bill customers who pay later, rather than settling at the till. Create an invoice, send it, and track it through to paid.
Invoices are part of the Invoices feature. If it’s not in your sidebar, your plan may not include it — see Subscription & licensing.

​
Create an invoice

1

Open Invoices

Select Invoices from the sidebar.
2

Start a new invoice

Click New invoice. You can build it from scratch or generate it from an existing order.
3

Add the customer and items

Choose a customer and add line items — products from your catalog or custom lines with your own description and price.
4

Set due date and terms

Add a due date and any notes. Pick an invoice template for the look.
5

Save or send

Save as a draft, or send it to the customer by email.

​
Invoice status

​
Sending & payment

Send an invoice by email and the customer receives a link to view and pay it via the customer portal. You can also export an invoice as a PDF to print or share manually.
Overdue invoices are flagged automatically so you can follow up. Keep customer email addresses up to date so reminders reach them.