Setting up an Invoice
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.
Select _Invoices > New Invoice_ from the navigation menu.
![](https://storage.crisp.chat/users/helpdesk/website/ba6a5ab7806dc000/ca027460-e511-433b-86e6-9cc890_1jzp51w.png)
Select the client under the _To_ drop down menu.
![](https://storage.crisp.chat/users/helpdesk/website/c04fcb4e19bc0000/4632a3ea-b43a-4507-9279-4aa0d5_diit0e.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/ebcce424788c8000/23ca2e46-5bab-4410-b3d7-6efb57_miqcpv.png)
Under the _Item_ column, select the billable item and adjust the quantity as needed.
(Optional) Add multiple items by clicking on the +/- icon to the right.
![](https://storage.crisp.chat/users/helpdesk/website/cf5f282e4626f800/03fb09c2-97c9-40d7-bf34-1bb48e_1ywhn3u.png)
(Optional) Send a note with an invoice, this will be viewable by the receiver.
![](https://storage.crisp.chat/users/helpdesk/website/a42634f135fef000/475202a2-2177-4eb1-a589-798847_lo6mkg.png)
To finish, click _Save_ button.
![](https://storage.crisp.chat/users/helpdesk/website/a0f2a8142809c000/2af0942c-2985-40af-82a0-fbe70d_14gv40z.png)
To send the invoice to a client, click here to see how to Send an Invoice.
To watch the tutorial about creating invoices. Click here.
Select _Invoices > New Invoice_ from the navigation menu.
![](https://storage.crisp.chat/users/helpdesk/website/ba6a5ab7806dc000/ca027460-e511-433b-86e6-9cc890_1jzp51w.png)
Select the client under the _To_ drop down menu.
![](https://storage.crisp.chat/users/helpdesk/website/c04fcb4e19bc0000/4632a3ea-b43a-4507-9279-4aa0d5_diit0e.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/ebcce424788c8000/23ca2e46-5bab-4410-b3d7-6efb57_miqcpv.png)
Under the _Item_ column, select the billable item and adjust the quantity as needed.
(Optional) Add multiple items by clicking on the +/- icon to the right.
![](https://storage.crisp.chat/users/helpdesk/website/cf5f282e4626f800/03fb09c2-97c9-40d7-bf34-1bb48e_1ywhn3u.png)
(Optional) Send a note with an invoice, this will be viewable by the receiver.
![](https://storage.crisp.chat/users/helpdesk/website/a42634f135fef000/475202a2-2177-4eb1-a589-798847_lo6mkg.png)
To finish, click _Save_ button.
![](https://storage.crisp.chat/users/helpdesk/website/a0f2a8142809c000/2af0942c-2985-40af-82a0-fbe70d_14gv40z.png)
To send the invoice to a client, click here to see how to Send an Invoice.
Updated on: 10/30/2019
Thank you!