How do I send an Invoice in Harlow?

• You can create new invoices from the following places:    
  • the "Create" button in the top right of the app
  • from your Dashboard
  • from the Clients tab
  • from the Finances tab
• Once you start an invoice:
  • Add your client information
  • Choose or add the contact to send the invoice to
  • Add your invoice line items 
  • Add your payment details 
  • Whether the invoice will be a one-time send, scheduled, or recurring
  • Your payment terms
  • Add in your payment details so clients know how you accept payment
  • Draft your client messages
    • The "Invoice Note" will appear on the invoice
    • The "Email Message" will appear in the email the invoice is attached to. 
• Once your details are all in, click "Save". After you save you can:
  • Preview your invoice before you send
    • You can send yourself a test within preview mode so you can see what the email and invoice will look like. 
  • Once you're ready to ship, you can send:
    • Through preview mode
    • Using the "Send" button in the bottom right
• Once an invoice is sent, it will appear in your Finances, Client, and Dashboard.