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🧾 Invoice Creation

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Invoices Overview

Invoices are how you ask clients to pay you. A professional invoice with clear details gets you paid faster and reduces confusion. Think of invoices as friendly but firm requests for payment that include everything the client needs to process your payment.

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Why This Matters

Poorly created invoices can lead to:

  • Payment delays

  • Disputes

  • Cash flow problems

Professional invoices with clear descriptions, proper tax calculations, and organized line items show clients you're serious about your business and make it easy for them to pay you.

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Prerequisites

  • Client setup completed

  • Products/services configured in Offerings

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Step-by-Step Instructions

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1. Access Invoice Creation

📸 Image Placeholder: Invoice list page with "New Invoice" button

  1. Go to Sales → Invoices

  2. Click "New Invoice" button

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2. Select Client

📸 Image Placeholder: Client dropdown with search functionality

  1. Start typing the client name to search

  2. Select the correct client from the dropdown

  3. Client's currency and payment terms auto-populate

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3. Add Line Items

📸 Image Placeholder: Line items table with product selection, quantity, and pricing

  1. Click "Add Item" for each product or service

  2. Select from your offerings catalog or enter custom items

  3. Enter quantity and unit price

  4. Watch totals calculate automatically

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4. Configure Taxes

📸 Image Placeholder: Tax selection dropdown with automatic calculations

  • Taxes apply automatically based on product settings

  • Override tax rates if needed for specific situations

  • See tax amounts calculated in real-time

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5. Set Payment Terms

📸 Image Placeholder: Due date and payment terms configuration

  • Due date calculates automatically based on client terms

  • Override if this invoice has special arrangements

  • Add payment instructions for the client

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6. Review and Send

📸 Image Placeholder: Invoice preview with totals and payment status

  • Review all details before finalizing

  • Add notes or special instructions

  • Save as draft or send directly to client

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Tips and Best Practices

  • Be Specific: Vague descriptions lead to payment delays

  • Number Everything: Use clear invoice numbers for tracking

  • Send Promptly: Invoice immediately after delivering goods/services

  • Follow Up: Have a system for following up on unpaid invoices

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