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Getting started

  1. Sign up and verify your email. Sending invoices requires a verified email.
  2. Open Business and enter your business name, address, tax ID, default currency, payment terms and how clients should pay you.
  3. Add a client under Clients, then create an invoice for them under Invoices.
  4. Add line items, check the totals, then click Review & send. You'll see the exact email first.
  5. When the client pays, open the invoice and record the payment.