Create Invoice
Step-by-step guide to creating and sending your first invoice.
Starting a New Invoice
Navigate to Invoicing and click "New Invoice." You can also duplicate an existing invoice to save time. The invoice form opens with your organization details pre-filled.
Adding Line Items
Click "Add Item" to add products or services to your invoice. You can select from your product catalog or enter custom line items. Each item includes a description, quantity, unit price, and optional tax rate. Totals are calculated automatically.
Setting Payment Terms
Choose a due date or select from preset payment terms like Net 15, Net 30, or Net 60. You can add early payment discounts or late payment penalties. Custom payment terms can be configured in your organization settings.
Sending the Invoice
Preview your invoice before sending. Click "Send" to email it directly to your client. You can also download a PDF version or copy a shareable link. Sent invoices cannot be edited — create a credit note for corrections.