Help Center / Billing & Payments

Create invoices clients can understand

Make payment requests look clear, professional, and easy to act on.

What a good invoice should do

A strong invoice reduces back-and-forth. It should tell the client what they are paying for, when it is due, and how to complete payment.

Include the essentials

• Your business identity and contact details
• Client name and invoice date
• Scope or billed line items
• Total due, due date, and payment instructions

Stay consistent

Consistent invoice presentation builds confidence. Use the same business name, style, payment language, and timeline expectations every time.

Send invoices at the right moment

The best invoice timing is usually immediately after a milestone, approval, or agreed checkpoint, while context is still fresh.