Send an invoice

Invoices are for clients you bill later — wholesale, projects, retainers — not the walk-in POS cart.

Invoicing is included on Pro and Scale. Starter covers inventory and POS but not invoices. Upgrade when you’re ready to bill on account.

Step 1
Open Invoices
From Finance, open Invoices (or Bills if you’re recording money you owe). Tap New Invoice.
Step 2
Add the client and dates
Enter who you’re billing, the issue date, and the due date. Add a reference or notes if you need them on the PDF.
Step 3
Add line items
Describe each line, quantity, and unit price. You can link a line to an inventory product. Tax and totals calculate as you go. Each invoice can use its own currency.
Step 4
Send and collect
Save as draft or send. When money comes in, record a payment (full or partial) against the invoice. RunBiz tracks the remaining balance and can remind you when it’s due or overdue.

More how-tos

Invoices are for clients you bill later — wholesale, projects, retainers — not the walk-in POS cart.

Invoicing is included on Pro and Scale. Starter covers inventory and POS but not invoices. Upgrade when you’re ready to bill on account.

Step 1
Open Invoices
From Finance, open Invoices (or Bills if you’re recording money you owe). Tap New Invoice.
Step 2
Add the client and dates
Enter who you’re billing, the issue date, and the due date. Add a reference or notes if you need them on the PDF.
Step 3
Add line items
Describe each line, quantity, and unit price. You can link a line to an inventory product. Tax and totals calculate as you go. Each invoice can use its own currency.
Step 4
Send and collect
Save as draft or send. When money comes in, record a payment (full or partial) against the invoice. RunBiz tracks the remaining balance and can remind you when it’s due or overdue.