Generate and Send Professional Invoices

September 28, 20251 min read

Generate and Send Professional Invoices

Learn how to create and send custom, professional invoices to your contacts. This video covers navigating the Payments section, setting up your business info, selecting customers, modifying invoice details (like product info and additional options), and sending invoices securely. Also, discover how to manage invoice settings and explore features like invoice templates, recurring invoices, and estimates.

00:00 Introduction to Invoicing

00:09 Navigating to the Invoices Screen

00:14 Creating Your First Invoice

00:26 Adding Customer and Product Details

01:03 Finalizing and Sending the Invoice

01:21 Managing Invoices and Settings

02:06 Exploring Additional Features

02:13 Conclusion and Thanks

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