How do I create an invoice?

You can create an invoice in the app or on the web. In the app: 1. Go to More → Invoices → New Invoice, or 2. Go to Move Money → Send an Invoice → New Invoice On the web: 1. Go to Invoices → New Invoice What you’ll need: Customer name and email At least one line item Invoice number Due date Payment method Fill out your customer details, then preview and send, or save it as a draft. For easier invoicing, you can also: Send to multiple recipients Add notes, discounts, and taxes Copy invoices for faster workflows To copy an invoice: You can copy existing invoices that are scheduled, sent, paid, or canceled, and edit them as needed. On the web: 1. Go to Invoices 2. Open an invoice 3. Open the menu 4. Select Duplicate 5. Edit and save In the app: 1. Go to More 2. Select Invoices 3. Open an invoice 4. Tap the menu 5. Select Duplicate 6. Edit and save