You can create a new invoice in the mobile app or web app. To create a new invoice:

On the mobile app:

  1. Tap on the three dots in the top left corner

  2. Tap on Invoicing

  3. Tap on the plus button in the top right corner

On the web app:

  1. Click “Invoices” on the left side of the screen

  2. Click the “+New Invoice / Quote” button

After you have created a new invoice, you can follow these steps below to enter detailed invoice information:

  1. Choose which of your businesses and which client the invoice is for and enter your client’s email address - you can even CC or BCC yourself or another email address

  2. After setting the business and client, you’ll see a few options appear: Add Item, Expense, or Time & Task

    1. By adding an Item, you can enter in a new line item to be added to the invoice

    2. By adding an Expense, you can choose an existing expense that you’ve already tagged to your client to be added to the invoice

    3. By adding a Time & Task, you can choose an existing time entry you’ve already tagged to your client to be added to the invoice

  3. You also have the option to attach files, such as receipts, by tapping on the “+Add” button in the mobile app or by clicking on the “+Attach File” button under the Attachments section in the web app

  4. You can then set the invoice date, terms (ie. due date), frequency (ie. if it’s a recurring invoice or not), and whether you’d like to send payment reminders

  5. Select “Next” in the top left corner

  6. Select how you’d like to accept payment

    1. If you’d like to accept payment via credit card, select the ‘Credit Card’ option; we recommend this option, as your clients will pay you more quickly than ‘Cash/Check’, and Stripe will automatically deposit that income into your bank account

    2. If you’d like to accept payment via Bank Account (ACH), select the ‘Bank Account (ACH)’ option; we recommend this option, as your clients will pay you more quickly than ‘Cash/Check’, and Stripe will automatically deposit that income into your bank account

    3. If you’d like to collect payment outside of the invoice, you can select the ‘Cash/Check’ option to collect the payment however you’d like

Note: You must toggle on one of these options in order to send the invoice to your client.

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