How to view and create client invoices

I'll walk you through the invoicing tab for a client, showing you how to view and manage invoices. I will demonstrate how to filter invoices, resend them, change their status, and view the full history. Additionally, I explain how to select key contacts to send the invoice to and how to send it to the client. I also cover creating service invoices, including adding appointments, editing costs and descriptions, and selecting payment methods. Finally, I mention how invoices can be pushed to accounting software and how super users can manage account-level defaults and payment methods. Watch this video to learn all about client invoicing and creating service invoices.

For claiming invoices, we'll share a separate video.