Start a New Invoice
- Click Invoices in the sidebar.
- Click New Invoice in the dropdown that appears.
- Done. You’ll now be on the New Invoice page.
You won’t be able to create a new invoice unless you have added your first client.
Select a Client
- Click on the Select Client dropdown under Invoice Details.
- Choose an existing client.
- If the selected client has had their details added, their details will auto-populate.
Add Invoice Details
Fill in the basic information:- Invoice Number: Auto generated (can be customised).
- Issue Date: When the invoice is created. This is automatically populated with the date and time you created the new invoice.
- Due Date: When the invoice is due to be paid.
- Payment Terms: How many days until the invoice is due? Net 15, Net 30, etc.
- Currency: Defaults to your preferred currency that is set in your settings but can be changed per invoice.
Add Line Items
For each service or product:- Click Add Item
- Enter
- Description
- Quantity
- Unit Price
- VAT Rate (if applicable)
- The line total calculates automatically
- Add more items as needed
Review Totals
The payment details sidebar shows:- Subtotal (before VAT)
- VAT Amount
- Discount (if applied)
- Total Amount
Add Notes and Terms
- Payment Instructions: How clients should pay
- Notes: Additional information for the client
- Terms and Conditions: Legal terms (optional)
Save or Send
- Save as draft: Save without sending
- Save and send: Save and email to client immediately
- Preview: Review before sending
Tips
- Use templates for recurring services
- Enable Send invoice on save in settings for automatic sending
- Add a discount if needed (percentage or fixed amount)
- Include clear payment instructions