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How to create and send an invoice

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Go to Invoices → New Invoice. Pick a contact, add line items from your price book or type custom ones.

Click Send Invoice. The customer gets the payment link by email if they have an email address, and, on the Crew and Boss plans, by text if they have agreed to receive texts.

Texts go out only from a Crew Rivet business texting number, which comes with the Crew and Boss plans.

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