You want to make sure you are closing out your jobs to ensure your dashboards are accurate and you’re keeping your business organized. Follow these steps to learn how to send an invoice from the web portal.
Click the greyed out invoice icon in the top actoin bar.
Your customer's email address will already be populated. You can preview the invoice and chose to add attachments if you need to.
You can also customize and add a special message to the email. You'll see this box pop up before sending.
Click 'send invoice' and your invoice is on its way to your customer!
PRO TIP: If you are verified to take credit cards, your customer will have the option to pay online!