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Invoices

Invoice with clarity. Stay connected to the work.

Create invoices with the client, project and payment details in one place. Share the document and keep its recorded payment status up to date.

SEE IT IN ACTION

Less re-entry.
Right where it happens.

Create a connected invoice from the agreed proposal or client. Include the payment details your client needs.

Less re-entryClear instructionsTrack your records

A clearer way
to keep things moving.

01

Less re-entry

Create a connected invoice from the agreed proposal or client.

02

Clear instructions

Include the payment details your client needs.

03

Track your records

Keep invoice and payment information organized in your workspace.

HOW IT WORKS

From here
to your next step.

01

Create the invoice

Choose the client and review the line items.

02

Add payment details

Include the instructions your client should use.

03

Share and update

Send the invoice and record the payment status when appropriate.

GOOD TO KNOW

A little more
about invoices.

Visit the help center
01Does Yaai collect the client’s payment?

Clients pay you directly using your payment instructions. Yaai tracks the invoice record.

02Can I create an invoice from a proposal?

Yes. You can create a connected invoice from a proposal.

YOUR NEXT CHAPTER STARTS HERE

A little less managing.
A lot more creating.

Give your best work the space it deserves.

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