Send, download and manage billing documents

Act on invoices, quotes and credit notes from the list.

1. 1In Billing, every invoice, quote and credit note has a menu at the end of its row or card.
2. 2Choose Send to client to email it with a secure link, Resend to send it again, or Send reminder for an invoice that is owing.
3. 3Choose Download PDF for a copy you can keep or send yourself, or Copy client link to share the client view.
4. 4On a quote you can mark it accepted or declined and convert it to an invoice. A draft can be deleted, and its time goes back to unbilled.
5. 5Use the cards or list switch at the top of Invoices, Quotes, Credit notes, Time, Clients, Recurring and Follow-ups.

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