How do I track payments and download an invoice?

Record payments in Work and create an invoice PDF from the work entry.

1. 01

   Open the work entry and check the services, prices and total.

2. 02

   Enter Amount Paid, or use Add payment in the entry’s quick view. Payment Status is calculated from the total and the amount paid.

3. 03

   Save the work entry, then choose Create Invoice.

4. 04

   Review your business and client details, invoice items, payment details and design in the invoice preview.

5. 05

   Click Create PDF and choose where to save the invoice on your computer.