In Engager, you can create invoices to then be raise / issued and sent to your client via your chosen integrated software provider, E.G - Freeagent, QuickBooks (QBO) or Xero. 

First you must ensure that you've set up your integrations with your software

Once you have integrations added into your Engager account, you can raise an invoice to any client directly from your Invoices tab, at the top of the screen. You would then select client / complete the invoice details form there

Once you've got the integrations set up in Engager, you should then set about LINKING your client. Head to your Client - then in General Info - locate the relevant button to 'Link with' see below. 

Please make sure that what you're entering matches perfectly, even having LIMITED vs LTD can cause an issue with the sync. That's just how API connections work

Once linked, you should see a happy green 'linked'

You'll then start seeing that you can open up your integration when looking at a client that is linked, as you'll see the integration logo start appearing. 

Now that you're linked, you can raise an invoice directly to that client. 
You can also invoices that have been raised against that client, when you're in that client record. When on a client, check out the left-hand side - select the software and then voila - all invoices raised

Then on the right, you'll have some options - view PDF, Email using chosen Software and even edit the existing in your chosen software

Raising an Invoice is straightforward from this screen, but also from your Invoicing tab at the top of the page

Complete your Invoice as normal but before hitting Submit at the bottom, check out the options for the emails - sent the email automatically when hitting submit? Payment Reminders? Thank you notices? These can be selected with the tick boxes 

So, we've covered how you can do this as standalone AD-HOC Invoices, but here's how you can invoice via a Service / Job Card. 

At the bottom of every Job Card, there's the option to raise an invoice to the client - super handy when you're working through a Self Assessment or finalising Year End accounts. 

You may want to add a PHASE for Invoicing - 'Send Invoice'  - you can add additions to your Phases in Settings - Jobs - Services - Phases

Head to the bottom of the Job Card, and you'll see that there's an Invoice Tab - you can then create and issue the invoice from this screen. Super handy and it means that you won't forget to do it as it's part of your workflow now. 

Invoice Already raised in your integration?

Not a problem, link them together by selecting 'link existing' 

Remember, you can also mark a PHASE as the 'billing point' as a reminder to issue an invoice - you can do this in the service settings and it will appear like below - perhaps it's a little too subtle, so if it is and you can feel you might miss this - use the above method; have a phase called SEND INVOICE