{"id":938,"date":"2026-03-14T06:17:26","date_gmt":"2026-03-14T06:17:26","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=938"},"modified":"2026-03-14T07:02:02","modified_gmt":"2026-03-14T07:02:02","password":"","slug":"getting-started-create-and-send-invoices","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/getting-started-create-and-send-invoices\/","title":{"rendered":"Getting Started – Create and Send Invoices"},"content":{"rendered":"

Ready to send your first invoice? Great! Here’s the simplest way to create one:<\/p>\n

    \n
  1. Navigate to\u00a0Payments > Invoices & Estimates<\/strong>.<\/li>\n
  2. Click\u00a0New > New Invoice<\/strong>.\"\"<\/li>\n
  3. Configure your invoice with details (items, prices, customer info).<\/li>\n
  4. Click\u00a0Save<\/strong>.<\/li>\n
  5. Finally, click\u00a0Send<\/strong>.<\/li>\n<\/ol>\n

    Next, you can:<\/strong><\/p>\n

      \n
    • Explore adding payment plans to help your customers.<\/li>\n
    • Set up recurring invoices for ongoing services.<\/li>\n<\/ul>\n
      \n

      Edit General Invoice Settings<\/strong><\/h2>\n

      Customizing your invoices makes your brand stand out and ensures clarity. Here’s how to make your invoices uniquely yours:<\/p>\n

        \n
      1. Navigate to\u00a0Payments > Invoices & Estimates<\/strong>.<\/li>\n
      2. Click the\u00a0Settings (gear icon)<\/strong>.
        \n\"\"<\/li>\n
      3. Adjust your\u00a0general<\/strong>\u00a0settings (add your logo, company info, default payment terms).<\/li>\n
      4. When you’re satisfied, click\u00a0Save<\/strong>.
        \n\"\"<\/li>\n<\/ol>\n

        Next, you can:<\/strong><\/p>\n

          \n
        • Set up recurring invoices to streamline regular billing.<\/li>\n
        • Adjust your payment schedules to manage partial payments smoothly.<\/li>\n<\/ul>\n
          \n

          Manage Invoice<\/strong><\/h2>\n

          Keeping track of your invoices helps you stay organized and ensures timely payments. Here’s how to quickly manage your existing invoices:<\/p>\n

            \n
          1. Navigate to\u00a0Payments > Invoices & Estimates<\/strong>.<\/li>\n
          2. Find the invoice you’re looking for in the invoice list.<\/li>\n
          3. Review its status (e.g., Draft, Sent, Paid).
            \n\"\"<\/li>\n<\/ol>\n

            Next, you can:<\/strong><\/p>\n

              \n
            • Follow up with customers directly from the invoice view.<\/li>\n
            • Create new estimates or invoices based on previous ones.<\/li>\n<\/ul>\n

              Happy invoicing!<\/p>\n

              Frequently Asked Questions<\/h2>\n

              Q: Why is my logo missing on older invoices, but shows up on new ones?<\/h2>\n

              Your logo is missing because the original image file was deleted from your Media Library.<\/p>\n

              Invoices pull the logo from its original file location. If you delete that file, the link breaks for all existing invoices.<\/p>\n

              How to Fix It:<\/p>\n

                \n
              • \n

                For New Invoices: The system is fine; it’s using the current logo from your settings.<\/p>\n<\/li>\n

              • \n

                For Unpaid Invoices: Upload a new logo to your Media Library and make sure your Business Details are updated with this new image. The logo will reappear on these.<\/p>\n<\/li>\n

              • \n

                For Paid Invoices: The logo cannot be fixed because paid records cannot be edited. You would have to manually add the logo to the PDF if you need to resend a receipt.<\/p>\n<\/li>\n<\/ul>\n

                Q: I’m unable to enter text for my Terms & Conditions or notes in the invoice editor; only the formatting toolbar (Bold, Italic, etc.) is displayed. How do I fix it?<\/p>\n

                This issue is a local browser error that happens when the text editor fails to load correctly, usually due to a conflict with old data (cache and cookies) stored in your web browser.<\/p>\n

                To fix the missing text box:<\/p>\n

                  \n
                1. \n

                  Fully clear the cache and cookies in your web browser.<\/p>\n<\/li>\n

                2. \n

                  Close all tabs, then log back into your OneSystem account.<\/p>\n<\/li>\n

                3. \n

                  The text editor should now load correctly, allowing you to input your terms and conditions.<\/span><\/p>\n<\/li>\n<\/ol>\n

                  Q: My invoice says “Sent,” but the client or agent never got it. What’s wrong and how do I fix it?<\/p>\n

                  Issues with email sending often stem from browser-related problems rather than system malfunctions. Specifically, outdated cached data and cookies in your web browser can create errors, leading to a false indication that an email has been sent.<\/span><\/p>\n

                  To resolve this:<\/p>\n

                    \n
                  1. \n

                    Instruct the team member to clear their browser’s cache and cookies.<\/p>\n<\/li>\n

                  2. \n

                    Have them log out and then log back into their account.<\/p>\n<\/li>\n

                  3. \n

                    Attempt to resend the estimate.<\/p>\n<\/li>\n<\/ol>\n

                    If the problem persists, please contact support, as it may indicate a more significant issue with your email sending domain.<\/p>\n","protected":false},"excerpt":{"rendered":"

                    Ready to send your first invoice? Great! Here’s the simplest way to create one: Navigate to\u00a0Payments > Invoices & Estimates. […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[41,3],"doc_tag":[],"class_list":["post-938","docs","type-docs","status-publish","hentry","doc_category-commerce","doc_category-getting-started"],"year_month":"2026-07","word_count":548,"total_views":"19","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Commerce","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/commerce\/"},{"term_name":"Getting Started","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/getting-started\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/938","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=938"}],"version-history":[{"count":2,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/938\/revisions"}],"predecessor-version":[{"id":948,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/938\/revisions\/948"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=938"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=938"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=938"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}