Click the search bar in the first empty service item field to start adding. Once you send a smart file containing an invoice to a client, here's what they'll experience.ġ. From the payment page, you can adjust payment settings (the payment methods you'll accept, whether clients can add gratuity, etc.). The invoice page is where you’ll build out the services you’re charging for, as well as the payment schedule.
Select pages of an existing smart file template that contain an invoiceĪdding an invoice will add just that-an invoice-and it will also add a payment page to your smart file.
#Invoices due plus
Click the large plus (+) button to add a new block.Ĭlick + Start from blank to add a blank page, then add an Invoice & Pay block by following the steps above OR If you make edits, they’ll take effect only in the template you’re working on.ġ. Once you’ve created your smart file, find or create the page where you want the invoice to go-you can even pull an existing invoice into your new template to save time. Click here to learn more about smart files and add them to your account! This article references smart files, our newest file experience offering more power and customization than ever. Whether you’re building the invoicing experience out by adding a contract to sign, questions for your clients, the Scheduler for clients to schedule time, and beautifully branded text and images or, simply using the file to design a functional, eye-catching, standalone invoice, invoices always make it easy for your clients to pay.
The ability to invoice your clients using a smart file provides yet another way to reduce friction for your clients and make sure you get paid with no back and forth.
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