Prerequisites
Before creating an invoice, make sure you have:
- At least one product or service added to your catalogue
- The customer added to your contacts (or you can add them during invoice creation)
Steps
Open Invoicing
Click Invoicing in the sidebar navigation. You'll see a list of your existing invoices.
Create new invoice
Click the New Invoice button in the top right corner.
Select a customer
Start typing your customer's name in the Customer field. Select them from the dropdown, or click Add New Customer to create a new contact.
Add line items
Click Add Item and select products or services from your catalogue. Adjust quantities and prices as needed. The total updates automatically.
Review and send
Check the invoice details, due date, and payment terms. When ready, click Send Invoice. Your customer will receive it via email.
Save as draft
Not ready to send? Click Save as Draft instead. You can come back and send it later from your invoice list.
What happens next
Once sent, the invoice status changes to Sent. When your customer pays, you can record the payment to update the status to Paid. See Recording a Payment for details.
Troubleshooting
Invoice not sending? Check that the customer has a valid email address. Go to Customers, find the contact, and verify their email.
Can't find a product to add? You may need to add it to your catalogue first. See Adding Products.