Your first invoice
Create a professional, branded PDF invoice in 60 seconds.
Step-by-step
Click "+ New Invoice"
From the Dashboard or the Invoices page sidebar.
Pick or create a customer
If you already added the client to your customer list, just select them from the dropdown. Otherwise click + New Customer to add them on the fly.
Set the invoice number, date, and due date
The invoice number auto-fills based on your numbering format (e.g. INV-001). The date defaults to today. Due date defaults to 14 days from issue — change to match your terms.
Add line items
For each product or service, fill in description, quantity, unit price, and tax % if applicable. Totals calculate automatically.
Add notes (optional)
Three tabs at the bottom: Client Note (visible on invoice — payment instructions, thank-you), Private Note (only you see), Footer (legal text or terms).
Preview & save
Click 👁 Preview PDF to see what the client will see. If it looks right, click Save Draft to save without sending, or Save & Send Email → to email it now.
Editor fields explained
| Field | Purpose |
|---|---|
| Customer | Who's getting billed |
| Invoice # | Unique identifier — auto-generated, but you can override |
| Issue Date | When the invoice was issued |
| Due Date | When payment is expected |
| Currency | USD/EUR/GBP/CAD/AUD/MAD |
| Description | What was provided (each line item) |
| Qty / Price | Quantity × unit price |
| Tax % | Per-item tax rate (0% if not VAT-registered) |
| Discount | Optional negative line item |
| Show logo | Hide your logo on this specific invoice (overrides global setting) |