Creating and Sending an Invoice
Build an invoice from your billable item catalog and send it with a Pay Now link
Before You Begin
This guide walks through creating a manual invoice, adding line items from your billable item catalog, and sending it to a contact with a Pay Now link for online payment.
Steps
Navigate to Invoices
Open Edge → Invoices from the left sidebar.
Select a contact
Click New Invoice and choose the contact you want to invoice. Start typing to search by name or email.
Set invoice dates
Set the Invoice Date and Due Date. The due date determines when the invoice is considered overdue.
Add a line item from the catalog
Click Add Line Item and select a billable item from your catalog. The price and description auto-populate from the item.
Add more items
Repeat to add additional line items. Adjust the Quantity for each as needed.
Review totals
Check the subtotal, any taxes, and the total amount at the bottom of the invoice.
Add notes
Use the Notes field to include payment terms, project references, or any other information for the client.
Save or send
Click Save as Draft to save without sending, or Send Invoice to email it immediately. Sent invoices include a Pay Now link.
Client receives the invoice
The client receives an email with the invoice details and a Pay Now button that opens a hosted payment page.
Payment is auto-recorded
When the client pays via Pay Now, the payment is automatically recorded in the Revenue ledger with the source set to `invoice`.
Result
Your invoice is sent and the client can pay online via the Pay Now link. Once paid, the payment appears in Edge → Revenue automatically.
