How to Create an Invoice

This guide covers how to generate a new invoice, personalize it with dynamic customer data, send it via Email or SMS, and track when the client views it.

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1. Creating a New Invoice

1. Navigate to the left-hand menu and click Invoices.
2. Select All Invoices.
3. Click the Create a new invoice button.
4. Choose your settings:
   • Frequency: Select One-time or Recurring.
   • Template: Choose a custom template or use the Default Template.
5. Select the Recipient (e.g., James Smith) from your contact list.

2. Editing Line Items

The default template includes a standard item table.

• Add a Table: If needed, drag a table element from the left sidebar into the invoice editor.
• Edit Items: Click on the item row to edit the description (e.g., "Test Item"), Rate (e.g., $200), and Tax amount.

3. Personalizing with Dynamic Data

You can use Dynamic Data to automatically insert client details (like their first name) into the invoice.

1. Click into a text block (e.g., type "Hello").
2. Click the Lightning Bolt icon ⚡.
3. Select the data field you want to insert (e.g., Recipient First Name).

Pro Tip

• In Text Blocks: You can type text before and after the dynamic tag (e.g., "Hello [Name], here is your invoice").
• In Dynamic Data Fields: If you insert dynamic data into a strict data field, you cannot add extra text around it.

4. Previewing and Sending

Before sending, it is best practice to rename your invoice for internal tracking (e.g., "Demo Invoice").

1. Click Preview and Send. This hides the editing tools so you can see exactly how the dynamic data renders for the client.
2. Choose your delivery method:
   • Send via Email
   • Send via SMS

5. Tracking Invoice Views

Once sent, the system automatically tracks the status of the invoice.

1. Go back to the Invoice Dashboard or refresh the specific invoice page.
2. Look at the Activity Log on the right side.
3. When the client opens the link, the status will update to Viewed, allowing you to confirm receipt.