How to Send an e-Invoice

Steps to Send an E-Invoice

1. In the left sidebar, click the money icon to open the Billing module.

2. Click on the "Invoices" tab.

3. Check the box next to the invoice you want to send.

4. Click the "E-invoice" button at the top of the list.

5. A form will appear. Complete the following:

   • Email — verify or update the client's email address

   • Custom Message + — optionally add a personalized message

6. Click "Send".

Note: The payment link sent to the client will expire in 7 days.