New
Click Invoices in the sidebar, then New invoice.
Fill in the details
Pick the Customer the invoice bills. Set a Due date if the invoice has
one, and change the Currency if it is not in your usual one. Notes and
Terms appear on the invoice; they start from the defaults in
Invoice settings, and you can
edit them for this invoice.
The currency is fixed once the invoice is saved with line items. Choose it
before you save.
Add line items
Each line takes a Description, a Qty and a Unit price. The line
amount and the invoice total update as you type. Click Add line item for
another line, use the arrows to move a line up or down, and the trash icon to
remove it. An invoice needs at least one line.
Save the draft
Click Save draft. The invoice opens on its own page with its number and a
Draft badge. Your customer can’t see a draft; it has no share link until it
is finalized. Click Edit to change it.
Finalize it
Click Finalize on the draft and confirm. The invoice becomes Open, its
bill-to details and line items lock, and its share link appears.
A finalized invoice can’t go back to draft or be edited. To correct one,
void it and create a replacement.
Record a payment
On an open invoice, click Record payment, enter the amount received and
the date it arrived, and confirm. The amount starts at what is still owed.
Once recorded payments cover the total, the invoice becomes Paid.
To cancel an open invoice, click the ⋯ button next to Record payment,
then Void invoice. To write one off as unpayable, click
Mark uncollectible instead. Neither can be undone. 
