Hello and Welcome to Paythepoolman Help Pages!
Here's a great video to see the process: Create an Invoice
1. From your Company Dashboard, click on the CUSTOMERS tab and find your customer's name, then click VIEW to go to their profile:

2. Next, click on INVOICES/PAYMENTS then the blue + INVOICE button:

3. Just fill in all the information, the Date of the Invoice, the Due Date, Select the Item (or Items) to add, then take the action of your choice!

Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!