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Creating Invoices

Written by Alex Gradeen
  1. To get started, click the drop-down arrow next to the Send button on your estimate.

  2. Select Create Invoice.

  3. Once in the invoice, click the Send button to send the invoice to your customer.

💡 You can also have invoices automatically generated when an estimate is accepted. To set this up, visit your Account Settings > Invoices > Automatic Invoice Generation.

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