Getting Started - Create and Send Invoices

Manage your sales and billing by sending customized invoices to your customers.

TABLE OF CONTENTS

• Create Invoice
• Edit General Invoice Settings
• Manage Invoice

Create Invoice

1. Navigate to Payments > Invoices & Estimates
2. Click New > New Invoice
3. Configure Invoice
4. Click Save
5. Click Send

Learn More

• How to create invoices in HighLevel 
• How to add Payment Plans to your Invoices? 
• How to create recurring Invoices 
• How to create invoices in HighLevel (Mobile App) 

Edit General Invoice Settings

1. Navigate to Payments > Invoices & Estimates
2. Click Settings (gear icon)
3. Configure general settings (logo, company, etc)

Learn More

• How to Edit Recurring Invoices 
• Editing of Payment Schedules and Partially Paid Invoices 
• How to Use Invoices in the Mobile App 

Manage Invoice

1. Navigate to Payments > Invoices & Estimates
2. Find invoice in invoice list
3. Review status (ex: draft)