Creating an Invoice

One way to create an invoice is to go to the “Finances” tab and click “Invoices

You will then click the green “New Invoice” button.

You still start by selecting what customer this invoice will be for.


You will then start adding the line items to the invoice. To learn how to create items/services you can go here:


You can also add a package of items and services to the invoice. To learn how to create a package go here:


Next you will see your “Terms” and “Notes Visible for Customer

You can edit these areas at this time or in your settings.

(Note: If you make changes to these areas while creating a new invoice, the changes will only apply to the new invoice being created. If you want the change made to all future invoices you will have to edit them in settings)



Once you are happy with the invoice the blue “Save Invoice” button.


Updated on July 22, 2021

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