Sending an Invoice

Step by step to get you paid!

From the home dashboard, navigate to the menu => invoices => new invoice

Next, click the \”select a customer\” dropdown. Either select a customer or create a new one.

Now it is time to add transactions. Note: you can select previously created transactions or create new ones.

Now click \”save invoice\” — If you would like to preview your invoice, click \”view invoice.\” Once you are ready to send, click \”issue invoice\”

What\’s next? Learn how Paid helps you track your outstanding invoices.