Creating Your First Invoice

Create your first invoice in 3 simple steps:

Step 1: Add Client Information

1. Go to Invoices → Create New Invoice
2. Select an existing client or click Add New Client
3. Enter client name, email, and billing address

Step 2: Add Line Items

1. Click Add Line Item
2. Enter a description (e.g., "Web Design Services")
3. Set quantity and rate
4. Add more line items as needed

Step 3: Set Payment Terms & Send

1. Choose payment terms (Net 30, Net 60, etc.)
2. Add optional notes or terms & conditions
3. Click Preview to review
4. Click Send Invoice to email it to your client

Your client will receive a professional PDF invoice with a secure payment link.

Pro Tip: Save frequently used services as templates for faster invoicing.