Creating an Invoice
A complete guide to creating, customizing, and sending invoices.
Steps
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1
Navigate to Invoices
Go to Sales > Invoices and click Create.
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2
Select customer and dates
Choose the customer, set the invoice date and due date.
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3
Add line items
For each line item, enter a description, quantity, unit price, and tax rate. Click Add item for additional lines.
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4
Add notes or terms
Scroll to the bottom to add optional notes (visible to customer) or internal notes (for your records).
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5
Preview and finalize
Click Preview to see the PDF. When ready, click Finalize to lock the invoice and generate the final document.
Tips
- Draft invoices can be edited freely. Once finalized, changes require a credit note.
- Use the PDF preview to catch mistakes before sending.
- You can change the invoice language per customer.