Create a document
Open Docs to find proposals, agreements, quotes, and invoices. Start from the relevant customer or template. Review names, line items, prices, and recipients; save the draft before generating a share or signing link. Quotes and invoices live in Docs, not in a separate Tools area.
Send or publish
A saved draft is not sent. Use the document's explicit send or publish step only after its details are correct. If you cannot use the action, ask an administrator to review your role.
Request and track payment
Authorized people use Payments to create requests, see history, and manage permitted recurring work. New card details are entered through the payment provider's hosted form. A browser return or token does not mean an invoice is paid; World records payment after the processor confirms it.
Verify the customer, amount, schedule, and authorization before a charge, refund, or recurring agreement. Do not test consequential actions with a real customer account.