Send one-time invoices

Send one-time invoices to charge clients for services. You can send them to one client, in bulk, or create them from a proposal, time entry, or pipeline automation.

Note

One-time invoices can be created and sent by a firm owner or any team member assigned to the account with Manage invoices access right .

Send a one-time invoice to one client

To create and send a one-time invoice, follow these steps:

1. Create an invoice using either of the ways:

   • Click New and select Invoice.

   • Open the client account, switch to the Invoices tab and click New invoice. The current account will be automatically filled in.

2. Either enter the invoice amount or select a template.

3. Fill out the invoice details. See Invoice field reference for details on each option.

4. Click Create to create and send the invoice.

The client receives a notification by email and a push notification on the mobile app.

Send one-time invoices to multiple clients

To send the same invoice to multiple clients:

1. Go to Account > Clients from the left menu bar, select the checkboxes next to the clients you want to send the invoice to, then click Create Invoice.

2. Either enter the invoice amount or select a template.

3. Fill out the invoice details. See Invoice field reference for details on each option.

4. Click Create to send the invoice to all selected clients.

The clients receive a notification by email and a push notification on the mobile app.

Note

You can send invoices to clients whose accounts are either active or offline . For instance, you may want to send an invoice to offline clients if they make offline payments but you want to store this information in your portal.

The other ways to send one-time invoices

Explore more ways to create and send one-time invoices:

• Create a template and send invoices via automation

• Send invoices along with proposals

• Create one-time invoices from services listed in proposals

• Create a one-time invoice from time entry

Preview an invoice

The Preview option (top right) shows the exact PDF the client will receive. Click Create & close from preview mode to confirm. To customize the look and white-label invoices , click Invoice settings from preview mode.

Set up invoice reminders

Reminders are automatic follow-up emails that nudge clients who haven’t paid an invoice yet.

To turn them on, toggle on Reminders when sending the invoice, then set:

• Days until next reminder — how often the reminder repeats (default: 3)
• Number of reminders — how many reminders to send in total (default: 1)

You can update these settings later by editing the unpaid invoice.

To resend an invoice manually at any time, click the three dots to the right of the invoice in the list and select Send invoice by email.

Tip

More on reminders — exact field defaults, stop conditions, and the menu action for each manual resend.

Client view

If notifications for the client are on, they are informed that they have received an invoice. Your clients can see and open invoices in different ways:

• From the client portal or mobile app: Click the notification under the Waiting for action section or the link on the Billing page.
• From the email notification: Click Pay invoice in the email. There’s no need to log into the client portal to pay—the invoice is attached to the email as a PDF.

When they pay the invoice, its status changes from Unpaid to Paid, and you receive a notification .

To see the sent invoice from the client’s perspective, access the read-only view .

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