How to create and send your first invoice

Overview

Sending your first invoice is a 3-step process: create a client, add line items, and send.

Creating the invoice

Follow these steps:

1. 1Click "New Invoice" from the dashboard or the Invoices section.
2. 2In the "Client" field, type your client's name. If they don't exist yet, click "Add New Client" to create their profile.
3. 3Set an Issue Date and Due Date. Common payment terms are Net 7, Net 14, or Net 30.
4. 4Add line items. Each line item has a Description, Quantity, and Rate. The total is calculated automatically.
5. 5Add any applicable tax rate (e.g., 20% VAT or 10% GST) using the tax settings.
6. 6Add an optional note at the bottom (e.g., payment instructions, bank details).

Sending the invoice

Once the invoice is ready, click "Review & Send". You can preview exactly what your client will see, edit the email subject line and message, then click "Send Invoice". Your client receives a branded email with a secure payment link.