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Invoices

Learn how to create, send, and manage invoices in Better Sales Pro.

5 articles

Create an Invoice

Invoices let you bill customers for products and services, track what is owed, and connect billing to payments and reporting in Better Sales Pro. Before you begin Ma…

2 min read

Understand Invoice Statuses

Invoice status tells you where each bill stands in your collections workflow — from draft to paid or cancelled. Status definitions Draft — created but not finalized…

2 min read

Send an Invoice to a Client

Sending an invoice delivers the bill to your client by email and makes it available in the client portal when enabled. When to send vs save as draft Save as draft wh…

2 min read

Set Up Recurring Invoices

Recurring invoices automate billing for subscriptions, retainers, and other charges that repeat on a schedule. Common use cases Monthly service agreements Software o…

1 min read

Manage Invoice Line Items and Settings

Line items and invoice settings control what you charge, how tax is applied, and how the invoice appears to clients. Add line items On the invoice form, use Search I…

2 min read