Create it
- Open Payments › Invoices and click Add invoice.
- Choose the client and, if you like, the project. For an invoice with no client, choose No client (internal).
- Add lines with quantity × unit price, and discounts if any.
- To split it, under Repeat choose Installments (2 to 12) or Recurring retainer (every week, month, quarter or year).
Save as draft keeps it out of the totals until you send it.
Send it
Click Send invoice and choose e-mail (with the PDF attached if you want), WhatsApp or copy the link. The client sees it in their portal, where they can also pay if you've set that up (see Pix, boleto and card with Asaas).
Record what came in
Record payment asks how much, which day and how (Pix, transfer, card, boleto, cash…), and any fee. Less than the total leaves it partly paid. Mark as paid asks the day the money arrived, so each month counts what really came in.
Reminders
In Company settings › Integrations › Email, switch on the automatic reminders: 3 days before, on the due date and 7 days after, to the client's finance contact. On an invoice, ⋯ › Pause reminders stops them for that one.
⋯ also has Download PDF, Print invoice and Duplicate.