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Invoices

Send an invoice and get paid online

Your customer gets an email with a secure link and pays by card or bank transfer.

Watch it in Worktrim. Open as an animated GIF to share it.

Steps

  1. Open Invoices and press New invoice.
  2. Choose or enter the customer, set the due date and add what you are charging for. Tax, a discount and a deposit are optional.
  3. Press Preview as customer to see exactly what they will receive.
  4. Create and send it. You can also save it as a draft and finish later.
  5. The invoice list shows what is open, overdue and paid.
New invoice form with customer details, payment due date and the summary of what the customer pays
The screen in Worktrim.

Open it in Worktrim

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Invoices New invoice
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