How to send an invoice with Spoak

There are two ways to send an invoice:

Via the Invoicer Tool

1. Open the business briefcase on the homepage to access our Invoicer tool.
2. Input your client details. You can choose from:
   1. Your existing clients (via the drop down)
   2. A new client. Just input their first and last name and email address.
3. Add the invoice line item and price.
   1. We'll show you a breakdown of any applicable fees as soon as you input the price.
4. Click Send!

Via the Client & Payments portal

Open the business briefcase on the homepage to access your client & payments page.

Payments Page:

1. You'll see a list of all your payments. At the top, look for the "Create New Invoice" button.
2. From here, you can follow the same instructions as listed above for the Invoicer Tool.

Clients Page:

1. You'll see widgets for each of your clients. On each client widget, you have the option to create an invoice to send to them directly.
2. From here, you can follow the same instructions as listed above for the Invoicer Tool.