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

Watch our helpful video for an easy introduction to Invoices or learn more down below.

You can create a single invoice by clicking the 'New' button in the top navigation or the 'Create invoice' button in the Invoices Dashboard.

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:

  • Preview

  • Record payment

  • Send the invoice

  • Duplicate

  • Export to PDF

  • Archive

  • Delete

If you’ve already sent the invoice, in that case you’ll see an option to edit 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.

Note: The reference number is optional and won’t show on the preview or when you send it if you don’t add anything to the field.

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.

Note: The date and description are optional and won’t show on the preview or when you send it if you don’t add anything to the fields.

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 (estimates can be 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.

Taxes and discounts

To add taxes, click the checkbox next to each line item and be sure to set the tax rate. You can even add a discount for your loyal clients.


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.

Notes and late fee

Finally, in the bottom part of the canvas area, you may add a nice note to your recipient if you’d like, as well as include information about a late fee.

The settings panel

On the right-hand side of the builder, you’ll find the settings panel.

In the Settings section at the top of the panel, you may:

  • Add more recipients

  • Attach timesheets 💎

  • Select your currency and the payment methods you want to make available for your recipient to pay the invoice

Lastly, you can add your brand color, choose a font 💎, and leave private notes for your eyes only.

💎 note: attaching time sheets and custom fonts are 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 the handy email interface on the Send screen or with a shareable link.

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