Help & Support
Find answers to common questions about invoicing, estimates, and recurring billing, or reach out and our team will help you get set up.
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Frequently asked questions
How do I create my first invoice?
Go to Invoices → New invoice, fill in the customer and items, then save.
Can I send invoices by email?
Open an invoice, click Send & schedule, and either send now or schedule for later.
What is a retainer invoice?
A retainer bills a customer upfront for ongoing work, tracked separately from regular invoices.
How do recurring invoices work?
Create a recurring invoice with a frequency (weekly, monthly, etc.) and it regenerates automatically.