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