Touring Invoicing and Estimates

Where it lives

The main areas to know

Click Search at the top of your screen and type Invoices, then open Invoices & Estimates. You can also find it in your menu, but menus can be renamed, so search is the sure way. Click a tab to see what each area does.

Your billing dashboard

Every invoice you have made shows up here, one per row. Status filters help you find the one you need fast.

Draft means started but not sent
Sent means it is out the door
Paid means the money is in
Overdue means past due and still unpaid

Where every bill starts

Click + New and you get two choices. A regular invoice is billed once. A recurring invoice repeats on a schedule.

New Invoice
New Recurring Invoice

Invoices, Recurring, Estimates

To check on a repeating bill or a price quote, search for Recurring Invoices or Estimates. An estimate is a quote you send before the work starts.

Terms, templates, reminders

The Settings gear is where your terms, message templates, and reminders live. You will open it in a later video.

Open one up

How the editor is laid out

Click any invoice to open it. The screen splits in two: the editor on the left, a live preview on the right.

1

Your info

The top of the editor holds your business details.

2

The customer

Next you pick the contact this invoice belongs to.

3

The items

Then you add the products or services you are billing for.

4

The totals

The totals sit at the bottom. For the exact final layout, use the three-dot menu and click Preview.

Key terms

Definitions

Tap any term to expand it.

A bill you send to a customer so they can pay you online.

A price quote you send before the work starts. The customer can accept it.

An invoice that repeats on a schedule, like a monthly retainer.

A button that narrows the list to Draft, Sent, Paid, or Overdue invoices.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Search for Invoices and open Invoices & Estimates in your own account.

Click each status filter, then search for Recurring Invoices and Estimates.

Open any invoice and notice the order: your info, customer, items, totals.

⚡ Tips

Start every bill with + New. Search for Estimates or Recurring Invoices to check quotes and repeating bills.
The side preview is a quick look. Use the three-dot menu and Preview for the exact layout.
Use the date range to see just this month or this quarter.
Labels can change after updates. If a name looks different, look for a similar one.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

How do you get to Invoices & Estimates?

Which status means an invoice is past its due date and still unpaid?

True or false: A recurring invoice is billed only once.

An ____ is a price quote you send before the work starts.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🧭 Plan my billing tour

You are a patient software trainer helping me learn my way around the invoicing area of my software. My context: - [what I sell, such as services or packages] - [how I bill today] - [how many invoices I send a month] Give me: - A five-stop tour checklist of what to click and look at - One sentence on why each stop matters to me - A simple habit for checking status each week Keep it short and use plain words. Finish by asking me: "Which part of the screen feels most confusing so far?"

🔍 Pick my status checks

You are an organized billing assistant helping me decide how I will use the status filters and date range. My context: - [how often I want to check on payments] - [how many open invoices I usually have] - [who helps me with billing] Give me: - A weekly five-minute check routine using the filters - What to do when I see Overdue - A short note I can paste into my team notes Use only Draft, Sent, Paid, and Overdue as status names. Finish by asking me: "How often do I want to review my invoices?"