Creating and Editing Invoices
How to create a draft invoice and add line items
Creating an invoice
Go to Invoices and click New invoice. You'll need at least one client set up before you can create an invoice.
Choosing a client
Select the client from the dropdown. Their name and email will be pre-filled on the invoice. If the client doesn't exist yet, go to Clients and add them first.
Adding line items
Each line item represents a service or product. Add as many as you need. Each line has:
- Description — what you're billing for (e.g., "Website design — homepage")
- Quantity — how many units (e.g., 1, 5, 10)
- Unit price — the price per unit
The line total and invoice total are calculated automatically.
Tax rate
If you need to charge tax, enter the tax rate as a percentage (e.g., 8.5 for 8.5%). Tax is applied to the invoice subtotal.
Due date
Set when payment is due. Common options are 7, 14, or 30 days from the invoice date. Invoices without a due date can still be sent, but no overdue date will be tracked.
Notes
Use the notes field for any additional information for the client — payment instructions, project reference numbers, terms, or a thank-you message. Notes appear on the invoice and in the PDF.
Editing a draft invoice
Drafts can be edited at any time. Open the invoice, make your changes, and they're saved automatically.
Once an invoice is finalized, the line items and amounts are locked. If you realize the amounts are wrong after finalizing, void the invoice and create a new one.