Creating Invoices
Learn how to create professional invoices with all the details your clients need.
Step 1: Business Information
Your business information appears at the top of every invoice. This includes:
- Business Name — Your company or personal name
- Email — Contact email for invoice inquiries
- Phone — Optional contact number
- Address — Business address
- Website — Your business website
Tip: Your business information is automatically saved after creating your first invoice, so you won't need to enter it again.
Step 2: Client Information
Add your client's details so they know who the invoice is for:
- Client Name — The person or company being billed (required)
- Company — Client's company name if applicable
- Email — Client's email address
- Phone & Address — Additional contact details
Step 3: Line Items
Add the products or services you're billing for. Each line item includes:
- Description — What you're charging for
- Quantity — Number of units (hours, items, etc.)
- Unit Price — Price per unit
The amount for each line is calculated automatically (Quantity × Unit Price).
Step 4: Invoice Details
Set the financial details for your invoice:
- Currency — USD, EUR, GBP, XAF, NGN, and more
- Issue Date — When the invoice is created (defaults to today)
- Due Date — When payment is expected
- Tax Rate — Percentage to add for taxes (optional)
- Discount — Fixed amount to subtract (optional)
Step 5: Notes & Payment Terms
Add additional information to your invoice:
- Notes — Additional information, thank you messages, or special instructions
- Payment Terms — How and when to pay (e.g., "Net 30", bank details, payment methods)
Example payment terms: "Payment due within 30 days of invoice date. Please make checks payable to [Your Business Name] or pay via bank transfer."