Help guide

How to send an invoice from a proposal or time entries

Bill for the work you agreed to, or the hours you logged, in a couple of clicks.

November 9, 2026 · 4 min read

  1. Step 1

    Open Invoices and create a new one

    Pick the client and the project the invoice belongs to.

  2. Step 2

    Pull in the line items

    Use the agreed fees or import logged time entries so you do not retype hours.

  3. Step 3

    Check due date and terms

    Confirm the due date and any late-fee wording before sending.

  4. Step 4

    Attach a payment link

    Add a Stripe link so the client can pay from the invoice.

  5. Step 5

    Send and follow the status

    Send the invoice link and watch for payment. Use recurring invoices for retainers.

More guides

How to generate a proposal in DealPilotHow to send a proposal clients actually openHow to get a proposal signed without chasingHow to edit a proposal after it is generatedHow to edit the Why Us sectionHow to set up your brand kitHow to create a contract from a proposalHow to add a payment link to a proposalHow to see when a client opens your proposalHow to follow up on a sent proposal in DealPilotHow to use the client portalFreelance business blog
FAQ

Quick answers

Yes. Recurring invoices run on a schedule for retainer work.

Yes. Log time in Time Tracking and create an invoice from the time entries.

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