Create, send, share, and manage invoices
Use your business profile to produce professional client invoices and track receivables.
Complete the business profile
Add legal name, address, tax details, logo, payment instructions, currency, terms, and starting invoice number.
Create the invoice
Choose a CRM contact or add the client, connect a deal, add line items, tax, discount, PO/reference, and due date.
Review before sending
Preview the document and verify totals. Draft invoices can still be edited or deleted.
Send or share
Email the invoice, download its PDF, or copy its secure share link.
Track payment
Record payment, send reminders, duplicate recurring work, or void an issued invoice while preserving its history.