Creating an Invoice
Invoices are the primary way to bill your clients for products or services. This guide walks you through creating your first invoice.
Before You Start
Make sure you have at least one client added and your company details configured in Settings.
Creating a New Invoice
- 1 Navigate to Documents → Invoices
- 2 Click the Create Invoice button
Invoice Details
| Field | Description |
|---|---|
| Client | Select the client you are invoicing |
| Invoice Number | Auto-generated based on your settings |
| Issue Date | The date the invoice is issued (defaults to today) |
| Due Date | When payment is expected |
Invoice Statuses
Draft
Sent
Viewed
Overdue
Paid
Partial
Pro Tip
You can download the invoice as PDF or copy a shareable link to send via other channels.