Send your first invoice

If you haven't already, add the customer under Work → Contacts. Then go to Work → Invoicing → New invoice, add your lines and, if you're VAT registered, the VAT for each one.

Choose Save and send to email the invoice as a PDF, with a link where your customer can view it online. Unless you turn reminders off, BusyBee Hub also chases an unpaid invoice for you by email, as long as your customer has an email address on file: by default three days before the due date, on the due date, and seven and fourteen days after it. You can change those days, or switch reminders off, in Settings → Invoicing.

Open any sent invoice (or estimate) and choose Download PDF to save a copy to your device.

During your free trial, "Send to" is locked to the customer's own email address on file, and any links you type into the message are removed before it's sent. This keeps BusyBee Hub from being used to email arbitrary addresses while you're not yet a paying customer — once you choose a plan, you can send to any address and your message goes out exactly as written.

Record a payment against the invoice yourself, or let your bank feed match it for you once the money arrives. Either way, the invoice's status updates to reflect what's actually been paid.

Want customers to pay by card? Connect your Stripe account from Settings → Payments and every invoice you send gets a Pay online button; see Get paid online.