Creating Your First Invoice
1
Go to Invoices
Click Invoices in the sidebar, then click + New Invoice.
2
Select a Customer
Search for an existing customer or click + New Customer to add one quickly.
3
Add Line Items
Click Add Line. Type a description, or search your product catalog. Quantity and price are editable.
4
Set Due Date & Notes
Add a payment due date and any notes for the customer.
5
Save & Send
Save as DRAFT, or mark as SENT. Share the link via WhatsApp or Email directly from the invoice page.
Invoices are auto-numbered (e.g. INV-2025-0001). Numbering resets each year. You can customise the prefix in Settings → Documents.
Once a customer pays, click Record Payment to mark it paid. The invoice status updates automatically to PAID or PARTIALLY PAID.