Booking projects and getting paid are at the heart of every freelancing business. To create an invoice, navigate to any project, look for the invoice section, and click "+ Add."
Entering your invoice details.
You can set the due date, enter a tax rate, add a contract, attachment, or description to your invoice.
You can also click the options drop-down to add an Issue date, PO Number, VAT Number, Change the currency or add a custom field.
Adding invoice items.
You can add invoice items in a variety of ways. If you've created invoice item templates, click the template dropdown and select a template. You can also add items individually or create a new item.
Adding Payment Options and payment methods.
Next, you can choose your payment options. You can choose the payment options you want to enable from the dropdown menu. You can,
Add a deposit.
Enable this to collect a deposit.
Set the deposit amount.
set a final due date.
Choose Manual or Auto-charge for the final payment.
Add a discount.
Choose a percentage or a fixed amount.
Make Recurring.
Choose the recurring interval.
Choose the end date.
Enable PDF payment link.
Enable Tipping.
The next step is to add payment methods. You can add payment options in Settings > Payments. If you want a deposit with an auto-charged second payment, you can only add Square or Stripe as payment options.
While building the invoice, you can always check the preview on the right column to see what the email, PDF, and payment page will look like.
When you save the invoice, you will be prompted to send it via email.
Once your client receives the email, they can either download the invoice via PDF or go straight to the payment page and make the payment using any of the options you selected when creating the invoice.
If your customer pays via Credit Card, you will be notified by email, and the payment will also be reflected on your project dashboard.