Creating an Invoice

Create professional invoices that clients can pay online with one click.

How to Create an Invoice

Step 1: Go to Invoicing

Click Invoices in the main menu, then Create Invoice.

Step 2: Add Client Details

Enter your client's information:

• Name or business name
• Email address
• Billing address (optional)

Or select from saved clients.

Step 3: Add Line Items

Add products or services:

• Description
• Quantity
• Unit price
• Tax (if applicable)

Click Add Item for additional lines.

Step 4: Set Terms

Configure invoice settings:

• Invoice number (auto-generated or custom)
• Invoice date
• Due date
• Currency
• Payment terms

Step 5: Add Notes (Optional)

Include additional information:

• Payment instructions
• Thank you message
• Terms and conditions

Step 6: Review and Create

Preview your invoice, then click Create Invoice.

Invoice Fields Explained

| Field | Description |

|-------|-------------|

| Invoice Number | Unique identifier (auto or custom) |

| Issue Date | When the invoice is created |

| Due Date | When payment is expected |

| Line Items | What you're billing for |

| Subtotal | Total before tax |

| Tax | Applicable taxes |

| Total | Final amount due |

Adding Taxes

To add tax:

1. Click Add Tax on a line item
2. Select tax rate or enter custom
3. Tax calculates automatically

Or set a default tax rate in Settings → Invoicing.

Saving Drafts

Not ready to send? Save as draft:

• Click Save Draft
• Find it in Invoices → Drafts
• Edit and send when ready

Invoice Templates

Use templates for faster creation:

1. Create an invoice as usual
2. Click Save as Template
3. Use for similar future invoices

More about templates →

Related Articles:

• Sending Invoices
• Invoice Templates
• Tracking Invoice Payments