Signed-in senders build an invoice at /invoices/new, then share it as a private link or email it to the client's billing contacts.
Step 1: Open the invoice builder
From your dashboard, go to New Invoice. The document-type toggle at the top is set to Invoice by default, so you can leave it as is.
Step 2: Pick the recipient
Choose a saved customer from the customer picker, or enter the recipient company, contact name, and email by hand.
Step 3: Fill in the required fields
Set the issue date, the due date (use a Net 7, Net 30, Net 60, or Net 90 chip), the currency, and at least one line item with a description, quantity, and price. The invoice number is generated for you unless you type one.
Step 4: Create the draft
Click Create Invoice. This saves a draft and opens the invoice detail page.
Step 5: Copy the share link or email it
On the detail page, the share box has a Copy link button for sharing out of band. To email it, use the Send now button in the recipients block (you can preview first with a test email).