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.

Dashboard → Sales → Invoices

Navigate to the relevant workspace area.

Select New Invoice and an available template. 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 subtotal, discount, tax and total. Review the information shown before continuing to the next step.

Preview, save or send. Review the information shown before continuing to the next step.