Follow these simple steps to create an invoice:
- Log into your account and navigate to the 'Invoicing' tab. On desktops, this is along the top toolbar. On mobile or tablet, you can find it in the hamburger menu (☰) at the bottom left of your screen.
- On the next page, enter in the details of the invoice, beginning with the client's name and your name or your company's name. Adding email addresses is optional since we do not send invoices via email.
- Click on 'Add Line Item' to list the services you provided along with the charges for each. You can include as many items as necessary, or delete them if you make a mistake.
- (Optional) Specify a due date for the invoice and add any relevant notes that might help clarify the charges or terms.
- Click 'Generate Invoice (PDF)' after filling in all the details. This will display your invoice on a new page for review. If something isn't right, click 'Go back and edit' to make changes.
- When you're satisfied with the invoice, download it by clicking 'Download Invoice.' On mobile devices, you have the option to print the invoice directly, although downloading it is recommended for keeping a copy in your records.
If you decide to start over or need to clear the form for any reason, click 'Clear the form and start over.' Confirm your decision in the pop-up to avoid losing any