Setting up an Invoice

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In order to send an invoice you must have already created a new client. Click here to set up a new client.

To watch the tutorial about creating invoices. Click here. 

  1. Select Invoices > New Invoice from the navigation menu. You can use the main dashboard or the side dashboard to access this feature. 

2. Select the client under the To drop down menu.

3. If this is your first invoice, enter in an invoice number (ex. 1001). NOTE: You will need to determine your invoice numbering system before creating your first invoice as the invoice numbering will be automatically generated after the first one is created.

4. Under the Item column, select the billable item and adjust the quantity as needed. 

5. (Optional) Add multiple items by clicking on the +/- icon to the right.

6. (Optional) Send a note with an invoice, this will be viewable by the receiver. 

7. To finish, click Save button. 

To send the invoice to a client, click here to see how to Send an Invoice. 

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