Send Your First Invoice

By the end of this guide, you'll have sent a professional invoice and your client will have a link to pay you online.

Step 1: Add your client

Go to Clients and click New client. Fill in at minimum:

• Name — your client's name or business name
• Email — where the invoice will be sent

You can add their address and other details now or come back later.

Click Save. Your client is ready.

Step 2: Create the invoice

Go to Invoices and click New invoice.

1. Select your client from the dropdown
2. Add line items — each line has a description, quantity, and unit price. Add as many lines as you need.
3. Set a due date (e.g., 30 days from today)
4. Optionally add a tax rate or notes for the client

Your invoice is saved as a draft at this point. You can edit it freely.

Step 3: Finalize the invoice

When the amounts are correct, click Finalize. This locks the invoice so the numbers can't be accidentally changed. You can still void it if needed.

Finalizing is required before sending — it signals that you've reviewed and approved the invoice.

Step 4: Send the invoice

Click Send invoice. AgentInvoice sends an email to your client with a link to view the invoice online.

If you've connected a payment method (Stripe or Spiffy), the email and invoice page will include a Pay Now button.

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Your client will receive an email with a link to view their invoice and pay online. Once they pay, the invoice is automatically marked as paid and you'll get a notification.

That's it — you've sent your first invoice. From here, you can explore recurring invoices, estimates, or set up automated payment reminders.