Invoices

7 articles to help you find your way.

Create and send your first invoice
Create a draft, add client and line details, then download a PDF or send through BillPad.
Add line items, products and discounts
Use quantities, saved items, line tax checkboxes and a document percentage discount.
Understand invoice numbers and statuses
Find the real invoice statuses, numbering rules and where viewed activity appears.
Duplicate or archive an invoice
Reuse an invoice as a new draft or archive a document while retaining its history.
Download, print or share a PDF
Save an invoice PDF, print it or use the device share sheet without changing payment status.
Send an invoice by email
Review recipients and send a hosted invoice link through BillPad with a signed-in account.
Share an invoice link and check viewed activity
Copy or revoke a hosted invoice snapshot and understand what Viewed records.

Last updated 18 October 2026