Invoicing

Creating Your First Invoice

Complete walkthrough of the invoice creation process, from selecting clients to adding line items and sending the invoice.

0:49
7 steps
0:00 / 0:00

About This Tutorial

Complete walkthrough of the invoice creation process, from selecting clients to adding line items and sending the invoice.

Duration
0:49
Steps
7
Level
Beginner
Category
Invoicing

Step-by-Step Guide

Step 1

Click "Create Your First Invoice" or "New Invoice" from the dashboard

Step 2

Select or add a client from the dropdown

Step 3

Add invoice line items with descriptions, quantity and rates, amount is calculated automatically

Step 4

Apply any discounts or taxes as needed

Step 5

Select payment method (auto-fills on first use, or click "auto-fill" to populate)

Step 6

Add any additional details as needed

Step 7

Click "Create Invoice" and preview the invoice layout

Progress0 of 7 completed

Pro Tips

1

Use detailed descriptions for better client understanding

2

Use the duplicate button for invoices that are similar, edit and save.

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Tutorial Progress

Tutorial 4 of 850% Complete