Creating an Invoice
You can create an invoice using the “Send invoice” option in an inbox conversation or through the contact details page.
In the invoice editor, you are able to add as many line items as needed; both the description and price will need to be filled out to reveal a new blank line item. The total for all included line items will be calculated automatically.
If the deposit checkbox is selected, this invoice will be treated as a deposit and a review request will not be sent after the invoice is paid.
You can also have an area to add notes to the invoice. The notes cannot be edited after an invoice has been sent.
After an invoice is sent, it is in an “Unpaid” status and you will have two options:
- Mark as void, which will void the invoice
- Mark as paid, in which case they can select a payment method for their records
Clicking on the invoice number will reveal the final customer-facing invoice.
If Payments are enabled, this will include the ability to pay the invoice directly through Broadly.