Creating Your First Invoice

Creating an invoice is quick and straightforward. Fill in the required details and save as draft.

Steps:

1. 1. Add client detailsClient name is required. Business name, email, address, and additional info are optional
2. 2. Set invoice settingsChoose currency (defaults to your account setting), issue date, tax point date, and due date (calculated from your payment terms)
3. 3. Configure VAT settings (optional)Enable reverse charge VAT for B2B international services if applicable
4. 4. Add line itemsDescription, quantity, unit price, and tax rate. Add multiple items as needed (up to 100)
5. 5. Add notes (optional)Include any payment instructions or additional information
6. 6. Save as draftReview the calculated totals and click 'Save as Draft'

Tips:

• Currency and payment terms are automatically set from your account settings
• Tax point date is required for VAT reporting and defaults to the issue date
• Use clear, specific descriptions so clients know exactly what they're paying for
• Saving as draft does not send any emails or issue the invoice to your client
• You can add up to 100 line items per invoice
• Tax rates can be set individually for each line item, or use reverse charge for B2B international services