Creating an invoice
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

As a freelancer, you know how important it is to get paid on time. But between finding new clients and managing projects, invoicing can quickly fall through the cracks if you don’t have a strong system to help you out.

Indy Invoices makes it easy for you to create invoices with just a few clicks, and keep them all in one place for easy reference.

Check out this short video to get started, or learn more down below.

On the Invoices page, click on the 'Create an invoice' button to get started.

💡 tip: you can easily create new invoices by clicking the 'New' button in the top navigation bar.

Building your invoice

The invoice builder is divided into three main areas: the navigation bar, the canvas area, and the settings panel.

The navigation bar

In this area, you have quick access to basic information about your invoice, the ability to return to the Invoices main page, and options to:

  • Add the invoice to a project

  • Preview the invoice

  • Review and send the invoice via Indy's email service or a shareable link

  • Duplicate the invoice

  • Export the invoice to a PDF

  • Mark the invoice as paid

  • Archive the invoice

  • Delete the invoice

The canvas area

Here’s where you’ll do the bulk of your work to create your invoice. You can give your invoice a title or just keep it “Invoice”.

You can also add your logo and fill out the fields for invoice number, reference number, issue and due dates, and recipient. The reference number is optional and won’t show on your invoice if you leave the field blank.

💡 tip: you can customize the reference number section and add additional fields to include any extra details that may be helpful for you and your clients

Line items

You may add as many line items as you need. You may add a date, quantity, and rate, and select whether the item is taxable or not. The date and description fields are optional and won’t show on your invoice if you leave the fields blank.

💡 tip: you can personalize the table headings to suit your invoice needs.

Line item templates 💎

To speed up your workflow, use line item templates to make invoice creation a breeze. Line item templates give you the power to save your items so you can quickly find and use them again in future invoices and estimates (found in Proposals). This can save you a lot of time if you frequently charge for the same types of items.

💎 note: line item templates are only available in the Pro plans.


To add taxes, click the 'Add a tax' button for the line item you'd like tax to be applied to. The tax will automatically be calculated and added to the total at the bottom of the invoice.


Easily add discounts to your invoices when needed by clicking the 'Add a discount' button. The discount title field is fully customized so you can name this section however you'd like.


Minimize payment issues and get paid upfront by requiring deposits on your invoices. Click the “Request a deposit” button towards the bottom of the invoice and choose between a flat rate or percentage.


Use the notes section to add any additional information for your client.

Late fees

Easily apply late fees to your invoice that will automatically be added if the invoice has not been paid by the listed due date.

Closing message

Finally, in the bottom part of the canvas area, you may add a closing message to your client.

The settings panel

In this area, you'll be able to set your invoice settings and customizations. You may:

  • Attach time tracks 💎

  • Select your currency

  • Set the payment methods you want to make available for your recipient

  • Add automation via Indy or Zapier

  • Change your branding and styling options

💎 note: attaching time tracks is only available in the Pro plans.

Finishing your invoice

Once you’re all done creating your invoice, simply click the green “Review & send” button to continue to the next step.

Sending your invoice

You have two options for sending your invoice — through Indy's email service or with a shareable link.

Did this answer your question?