Create an Invoice

Creating a New Invoice

Generate professional invoices for your clients in just a few steps. Invoices can be created from the billing page or directly from a client's profile.

Steps

1. Navigate to Invoices in the sidebar
2. Click New Invoice
3. Select the client from the dropdown
4. Set the invoice date and due date
5. Add line items for the services provided:
   • Select a service or enter a custom description
   • Set the quantity and unit price
   • The total is calculated automatically
6. Review the invoice summary
7. Click Save as Draft or Send to deliver it immediately

Creating From a Client Profile

You can also create an invoice directly from a client's detail page:

1. Open the client's profile
2. Navigate to the Billing tab
3. Click New Invoice -- the client is pre-selected

After Creating

• Draft invoices can be edited before sending
• Sent invoices trigger an email notification to the client
• Track payment status from the invoice detail page

Tips

• Add a due date to help clients pay on time
• Include clear descriptions on line items so clients understand what they're being billed for
• You can add notes to the invoice for additional context (e.g., "Payment due within 30 days")