Billing & Payments
How to Send an Invoice
invoice billing email
How to Send an Invoice
Step-by-step
Step 1 — Open the Invoice
Go to Billing → Invoices and select the invoice.
Step 2 — Review the Invoice Details
Check:
- Service items
- Taxes
- Applied fees (card or bank)
- Notes
- Customer info
You can disable fees for this specific invoice by toggling Apply Payment Fee.
Step 3 — Click “Send Invoice”
Choose:
- Customer Portal notification
The customer will receive:
- Invoice summary
- Payment link
- Fee details
- Full breakdown
Step 4 — Customer Pays
If they choose:
- Card → Card fee applies
- Bank → Bank fee applies
- Manual method → No fee applies