Infinity3 Help Centre

Bill a customer for a product or service and keep the invoice linked to their details.

Before you start

You’ll need permission to create invoices, customer details and the items to bill. Online payments also need a supported payment setup.

Create an invoice

1. Open Payments → Invoices & Estimates → All Invoices.
2. Click New → New Invoice.
3. Select the customer.
4. Check business details, invoice number, issue date and due date.
5. Add products or services and review quantities and prices.
6. Apply any required configured taxes or discounts.
7. Add relevant terms and save.

Preview and send

1. Open the three-dot menu beside Save and select Preview.
2. Review the accurate customer-facing invoice.
3. Return to the editor and click Send.
4. Choose the available email or text delivery option.
5. Check the recipient, message and Test or Live setting where shown.
6. Confirm sending.

Things to know

• The editor’s side preview may contain sample data. Use the dedicated Preview action.
• Saving does not send the invoice.
• Use a recurring invoice for scheduled repeat billing.
• A sent invoice does not mean payment has been received.

If sending fails, check the recipient and delivery channel, then contact Infinity3 with the invoice number and error.