How To Create A New Invoice

Created by Belinda Henry, Modified on Mon, Jul 10, 2023 at 5:46 PM by Belinda Henry

Go To Payments

Navigate to the "Payments" tab.

Create a New Invoice

Click "+ New"

Billed To

Click the "+ Add a client" to select the client you wish to send the invoice to.

Select An Existing Client

Select the client you wish to send the invoice.

Edit Client Info

Click the "Company Name" field.

From Info

Edit your company info in the From Info area at the top right by clicking on and editing the related fields.

Invoice Number

Edit the "Invoice No" by clicking on the "Invoice No" field and editing it.

Issue Date

Edit the Issue Date by clicking on the "Issue Date" field and editing it.

Due Date

Edit the Due Date by clicking on the "Due Date" field and editing it.

Add an Item

Click "+ Add an item" here.

NOTE: The product should have already been created in order for it to be included on an invoice. The good news is creating a product is quite simple. If you would like a step-by-step guide, be sure and check out our other tutorials on creating products to help you through the process.