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Creating and sending an invoice
Creating and sending an invoice

Learn how to create and send a PDF invoice

Updated over a year ago

With Creative Freedom creating invoices is not necessary as your clients have their own dedicated portal (WQ), showing their payment breakdown and payment status. However, if you wish to create PDF invoices then you can do so by selecting 'Create Invoice' from the Payment section dropdown.

From the invoice page you can select from the booked services by clicking 'add service' or create adhoc invoice lines by clicking the 'add invoice line' button.

Once you are happy with your invoice press 'save & pdf'.

From the next page select 'pdf page'.

This will save the invoice to your device, most likely in your 'Downloads' folder.

Creative Freedom does not store PDF invoices in the system, due to our client portal feature which already holds all services and payments. Therefore, you will need to physically attach the invoice to an email in the next step.

Example of Download Folder:

To send the invoice by email click the 'send email' button.

In the popup press 'Click to upload a file' and find the invoice in your download folder. This can then be sent to your client.

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