Creating and sending invoices

The invoicing feature lets you bill your own clients without a separate tool. Invoices are sent by email and clients can view them from their portal.

Creating an invoice

• Open Business → Invoices from your portal sidebar.
• Click New invoice and select the client.
• Add line items: a description and amount for each.
• Set a due date and any notes you want included.
• Review the total — amounts default to BBD (Barbados dollars).

Sending the invoice

• Click Send invoice to email it to the client's address on file.
• The client receives an email with a link to view the invoice.
• They can also see it from their own client portal view.

Marking an invoice as paid

• Open the invoice from Business → Invoices.
• Click Mark as paid once you have received payment.
• The status updates to Paid in both your view and the client's portal.