Create an Invoice

Create an itemized invoice with client, tax, discount and payment details.

Before you start

Set up your company, financial year, client and line items first. All invoice templates are available on every plan.

Dashboard → Sales → Invoices

Start from Dashboard, open Sales, and select Invoices. On mobile, open the workspace menu first when the named menu is not visible.

Select New Invoice. Review the information shown before continuing to the next step.

Use the Invoice and Quotation switcher when you need to change document type. Review the information shown before continuing to the next step.

Choose a client. Review the information shown before continuing to the next step.

Add products or services. Review the information shown before continuing to the next step.

Review quantities, rates, discounts and taxes. Review the information shown before continuing to the next step.

Confirm subtotal, tax and final total. Review the information shown before continuing to the next step.

Choose any invoice template. Review the information shown before continuing to the next step.

Preview the completed document. Review the information shown before continuing to the next step.

Save, download or send the invoice. Review the information shown before continuing to the next step.