Steps
- Go to Get Paid → Invoices and click "+ New Invoice."
- Select or create a customer.
- On a line item, open the Item dropdown and select a saved Product or Service.
- Sumung auto-fills the description, price, and default tax for that item - adjust the quantity if needed.
- Click "Save as Draft," "Approve," or "Save & Send" to finish.
Related Articles
- How to Create a Product or Service
- How Products and Services Speed Up Invoicing
- How to Choose Between Products, Services and Custom Invoice Lines
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