Create and send an invoice
Build an invoice manually or use AI to draft its line items, then review it before saving or sending.
Prepare
Admins, managers and members can create invoices. Add a customer contact with an email address. To email the invoice, connect the workspace provider in Settings → Email. Online payment requires your own payment configuration in Settings → Payments.
Build the invoice
Open Invoicing → New Invoice. Choose the customer, issue and due dates, currency, line descriptions, quantities and rates. Review tax, discount, notes and total. Add from catalog can reuse saved products.
Use AI optionally
Describe the work in Create with AI. Review the proposed items, prices and quantities before applying them. AI uses workspace credits: Free receives 50 one-time credits and AI Pro receives a separate monthly pool. Manual entry needs no AI credits.
Save and send
Save as Draft keeps the invoice for review. Save & Send saves it and attempts email delivery. If sending fails, read the error: a saved draft is not a sent invoice. Fix the provider or recipient problem, then send the existing invoice rather than creating a duplicate.
Share and track
The public link shows the invoice’s current status; copying or opening it does not mark a draft as sent. A successful email send means provider acceptance, not guaranteed inbox delivery. Use the invoice page to download a PDF, record payments or inspect the balance. Sent invoices are locked for editing; review cancellation options if a correction is needed.
Reviewed against the application on September 11, 2026. Available actions depend on your role and workspace configuration.