Creating Your First Invoice

Create your first invoice in 3 simple steps. From the Invoices page, click New Invoice to open the invoice builder.

Step 1: Add Client Information

1. Open Invoices and click New Invoice
2. Under Client, select an existing client or click Add to create a new one
3. Enter the client's name, email, and billing address

Step 2: Add Line Items

1. Click Add Item in the Line Items section
2. Enter a description (e.g., "Web Design Services")
3. Set the quantity and rate — the amount calculates automatically
4. Add more items as needed, and apply an optional discount or tax

Step 3: Set the Due Date & Send

1. Choose a Due Date (for example, Upon Receipt or a set number of days)
2. Pick a Payment Method so clients know how to pay
3. Click Create & Review Invoice to preview it, or Save Draft to finish later
4. From the invoice, send it to your client by email

Your client receives a professional PDF invoice with a secure payment link. New invoices appear in your Invoices list, where you can track their status at a glance.

Pro Tip: Save frequently used services in your catalog and add them with From Catalog for faster invoicing.