Create an Invoice
Step-by-step guide to creating and sending your first invoice.
Select a client
From the Invoices tab, click New Invoice and select or create a client.
Add line items
Add each product or service as a line item with a description, quantity, and unit price.
Set payment terms
Choose a due date or select a standard payment term (e.g. Net 30).
Review and send
Preview the invoice, then click Send to email it directly to your client.
Invoice statuses
| Status | Meaning |
|---|---|
| Draft | Not yet sent |
| Sent | Emailed to client, awaiting payment |
| Paid | Payment received |
| Overdue | Past due date, unpaid |