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Create and Send an Invoice

Step-by-step guide to creating and sending invoices to customers

Create and Send an Invoice

Learn how to create invoices and send them to your customers.

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When to Use This

Use this workflow when:

  • A customer makes a reservation
  • You need to invoice for services
  • You want to track payment obligations

Before You Start

Make sure you have:

  • Customer information (name, email)
  • Invoice amount and line items
  • Payment terms and due date

Steps

Go to Invoices in the sidebar and click Create Invoice.

Select or Create Customer

Search for an existing customer or click New Customer to create one.

Customer email is required to send invoices via email.

Enter Invoice Details

Fill in:

  • Amount: Total invoice amount
  • Description: Line items or service description
  • Due Date: When payment is expected
  • Payment Terms: e.g., "Net 30", "Due on receipt"

Review and Send

Review all details, then click Create and Send. The customer receives an email with a link to view and pay the invoice.

You can also save as draft and send later from the invoice detail page.

Using the AI Assistant

You can also create invoices using natural language:

"Crear una factura para Juan Pérez por $1,500 por depósito de reserva"

or

"Invoice María García for $2,000, due in 30 days"

The assistant will guide you through the same process.

What Happens Next

  • Invoice is created with a unique number
  • Customer receives email notification
  • Invoice appears in your invoices list
  • QuickBooks syncs automatically (if connected)
  • Payment tracking begins

Create Your First Invoice

Step-by-step guide to creating and sending your first invoice

Record a Payment

How to record payments received from customers

On this page

Create and Send an InvoiceWhen to Use ThisBefore You StartStepsNavigate to InvoicesSelect or Create CustomerEnter Invoice DetailsReview and SendUsing the AI AssistantWhat Happens NextRelated