1
Open Create Invoice
From client’s Billing tab, click Create Invoice.
2
Set Service Name
Enter what you’re billing for:
- “Website Design”
- “Monthly Maintenance”
- “SEO Services”
3
Set Price
Enter the amount to charge.
4
Select Currency
Choose currency:
- USD
- EUR
- GBP
- And more
5
Set Frequency
Choose billing type:
- One-time
- Monthly
- Yearly
- Weekly
6
Send
Click Send Invoice.
Invoice Fields
Tips
- Clear service names
- Accurate pricing
- Correct currency
- Appropriate frequency
Workspace Overview
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White Label Setup
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