Send your first invoice

Create an invoice, send it to your client, and get paid online or by bank transfer.

Send a clear, branded invoice your client can pay in a couple of clicks, and see the moment it is paid.

Before you start

Have your client's name and email address ready.
To take card payments, you need an account with an online payment provider such as Stripe or PayPal.

Choose how your client can pay. Open Settings › Finance, select the Payments tab, then select Connect Stripe under Payment Gateways, or add your bank details with Add Method. See Online payment providers and Offline payment methods.
Open Finance › Invoices and select New Invoice.
Choose your client under Contact. If they are new, select New contact, enter their name and email, and select Add contact.
Check the Recipient Email and the Due Date.
Select Add Line Item for each piece of work, with a name your client will recognise, a quantity and a price. See Invoice line items.
Select Preview to see the invoice as your client will.
Select Send Invoice, review the email, and send it. See Send and schedule invoices.

Invoice editor with the contact, dates, line items and totals

You're done when your client has the invoice email, the invoice shows as sent in Finance › Invoices, and it changes to paid once they pay.

Public invoice page showing the bank transfer details your client sees

Card payments are marked paid automatically. When a client pays by bank transfer, cash or cheque, open the invoice and select Record payment. See Record payments.
If the invoice page has no pay button, no online payment provider is connected or turned on. Go back to step 1.
To ask for a deposit first, open Payment schedule in the invoice editor. See Deposits and payment schedules.
Send your first invoice to your own email first, so you see exactly what clients get. See Before you share with clients.