Creating and Sending an Invoice

1. Click New Invoice to send an invoice.
2. Choose a client from the drop down list or add a new client. The client's email address, CC, and BCC fields will auto-populate. You can also edit these fields.
3. Add service lines items, quantity, and price and click Save.
4. To add sales tax to a service line, click Add Tax. Enter your tax rate and click Save. The sales tax will be displayed as it's own line on your invoice.
5. Click Attach File to add a file attachment to your invoice. You can add multiple attachments.
6. Edit the Message box to update your invoice message. You can set a default invoice message in your invoice settings.
7. Adjust the invoice prefix and number. The invoice prefix will default to your default invoice prefix or the custom prefix you set for the client. 
8. Adjust the invoice date. If you set a future date, your invoice will be scheduled to be sent on that date.
9. Select a payment term. If you'd like a due date not associated with a payment term, select Other and adjust the Due Date.
10. Set your invoice frequency. Choose one time or weekly, bi-weekly, monthly, or yearly recurring schedule. 
11. To send automatic payment reminders, check Send payment reminders. You can adjust your payment reminder schedule in your invoice settings. 
12. Add a discount percentage.
13. When you've completed your invoice, click Next.
14. Select your preferred payment processing options. You must have a Stripe account connected to select credit card and ACH processing.
15. Choose how you'd like to save and send your invoice. Your options are:
    • Save final without sending: This will save a final, uneditable version of your invoice but will not send it to your client.
    • Save final and create link: This will save a final, uneditable version of your invoice and generate a link to share with your client. 
    • Save as draft: This will save a draft, editable version of your invoice that you can adjust or send later. 
    • Save as quote: This will send an estimate to your client to review. You can edit and convert the quote to an invoice later.
    • Save and send: This will save a final, uneditable version of your invoice and send it to your client immediately or on a future date.

Note: Collective provides invoicing tools to help you create and manage client payments. We do not collect or process payments on your behalf. All invoices and payments are managed directly by you.