In this help doc, we will show you how you can create invoices all within the Billing app in your dashboard! You will need to have a Stripe account connected to be able to create invoices so if you haven't done so already, click here for information on how to do so.

  1. Log into your dashboard and press the app drawer icon at the top right. Then, select "Billing".

  2. Within the Billing app, press on the "+ Create" button and then select Create Invoice.

  3. Using the Customer dropdown, select the customer you want to create the invoice for. Then under Product/Service, use the dropdown to select the service. Then under Payment method, select either the option to automatically charge a payment method or to email the invoice to the customer. Once that is done, select the "Create Invoice" button.

Now you can create invoices directly in the Billing app in your dashboard!

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