Create and send an invoice

Build the invoice

1. Open Invoices and choose the client or period you want to invoice.
2. Select the completed jobs to include.
3. Review descriptions, dates and amounts.
4. Add any adjustment needed for a genuine discount or correction.
5. Create the invoice and check the preview.

Send or download

Choose Send to use your phone’s sharing options, or Download PDF to save a copy. If the client has an email address, Broom can pre-fill it for you.

Payment terms

Your default payment terms come from Business settings. You can use a number of days or choose payment on receipt.