Members Portal manual · Products

Invoice Express

Create, send and track invoices with a built-in payment link, without any integration work.

Send an invoice

  1. 1Open Invoice Express and select New invoice.
  2. 2Add the customer, line items, tax and due date.
  3. 3Send by email, SMS or WhatsApp — the payment link is included.
  4. 4The invoice moves to Paid automatically once the payment clears.

Recurring billing

  1. 1Set a schedule for subscriptions or rent.
  2. 2Reminders go out automatically before and after the due date.
Same chapter in the PDF (page 31)
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