Before you begin
Confirm the company profile, customer details, currency, default tax and numbering preferences. An invoice keeps historical customer, item and company details when it is issued.
Create the draft
Open Invoices and choose New invoice. Select a contact or contact group, or enter the customer name manually where supported. Set issue date, due date and reference.
Add items and totals
Select a catalog item or type one manually. Add a main description, optional sub-description, quantity, unit price, line discount and tax. Enable document discount, shipping or charges and rounding only when needed.
Preview the document
Open the visual template picker and choose a design. Review the company logo, customer details, dates, line items, totals, signature, chop and payment information.
Issue and download
Choose Issue to finalise the invoice. Download the PDF from the issue result or open Document Preview to export, print, share or send it through an available integration.