Send an invoice
Go to Invoices and select New invoice. Choose the client and currency, add lines with a description, quantity and unit price, set a due date and paste your payment link. Save the draft, then select Send invoice. The client sees it in their portal with a Pay invoice button that opens your link.
Create and send an invoice
- Go to Invoices and select New invoice.
- Choose the Client and the Currency.
- Under Lines, add each item with a Description, Qty and Unit price. Quantities can be hours or days; Denby works out the totals.
- Set a Due date, and add Notes such as bank details or payment terms.
- Paste your Payment link from Stripe, PayPal, Wise or your bank. It must start with https://.
- Select Save draft, check it, then select Send invoice.
Invoice numbers run in order for your firm, like INV-0001. Each contact at the client receives an email with the amount, due date and a button to the invoice.
When the client pays
The client selects Pay invoice, which opens your payment link in a new tab. They pay you directly; Denby never handles the money. When the payment arrives, open the invoice and select Mark paid.
Changing or cancelling an invoice
- A draft can be edited freely, or removed with Delete draft.
- Once sent, the lines and currency are fixed. You can still change the due date, notes and payment link.
- To cancel a sent invoice, select Void invoice and send a new one. The voided invoice stays on record.
Invoices are included on Studio and above.