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Create and Send an Invoice

Learn how to create and send invoices to your clients using MentorSimply.

Last updated: April 18, 2025

Create and Send an Invoice

  1. Open Billing > Invoices.
  2. Click Create Invoice.
  3. Select a client and choose the services or sessions to bill.
  4. Set the due date.
  5. Press Send.

The client receives a PDF invoice with a payment link.

Need Help?

Email support@mentorsimply.com, use live chat at the bottom-right of your dashboard, or browse more guides in the Knowledge Base.

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