To create a new invoice, first navigate to the Invoice page in the left navigation pane. Click the New Invoice button at the top of the Invoices tab, and populate the form with the necessary information.
From there, you can choose to send the invoice by clicking the blue “Send invoice” button on the right side of the page. If you're not ready to send, then you have a few other options:
- Preview the invoice
- Save the invoice as a draft
- Save the invoice to your master invoice list shown on the Invoices tab by clicking “Save to list”