Send an invoice

Updated November 4, 2026

In Cloud Books by MyCloudSuites, the preview beside an invoice shows exactly what your customer gets.

Steps

1. Choose New invoice.
2. Choose the customer and add your lines. The sales tax works itself out.
3. Choose Save and mark as sent.
4. Send your customer the link, or save the PDF and send that.

Getting paid

When a payment reaches your bank, it comes up as a match for the invoice when you review your bank lines. If you connect your own Stripe account, your customers can also pay online; the money goes to you, and Cloud Books takes no fee.

Estimates and repeats

Estimates turn into invoices in one click. Recurring invoices, reminders and late fees are there for the customers you bill regularly.