Invoicing

Create, send, and track professional invoices

• Create an invoice — Build professional invoices with line items, automatic numbering, due dates, and linked assets.
• Invoice statuses explained — What Draft, Sent, Paid, Partial, Overdue, and Cancelled mean — and how payments drive an invoice's status automatically.
• Send an invoice — email, PDF, or portal link — Three ways to deliver an invoice to your client, and what happens to its status when you do.
• Invoice templates — Ten professional invoice designs that brand your emails, PDFs, and client portal — and how plan tiers unlock them.
• The invoice activity log — Every invoice keeps a permanent, automatic history of status changes and payments — plus your own notes.