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Creating a new invoice

1. Navigate to the Invoices Tabtab and select Create Invoice.

2. In the Client field:

   • Select an existing client, or

   • Select Create New Client and enter their information, including:

     • Name

     • Address

     • Email

     • Phone Number

     • Any relevant notes.

   • Save the client’s details to proceed.

3. In the Invoice Details section, fill in the following:

   • Invoice Number: Automatically generated but can be edited.

   • Invoice Date and Due Date: Set the date of issue and the payment due date.

   • Products/Services:

     • Select the product or service you are invoicing for (e.g., Web Development).

     • Provide a brief description of the service or product.

     • Enter the quantity/hours and rate. The total will be automatically calculated.

   • Reimbursable Billable Expenses:
     Add any expenses incurred for the client using the Billable Expenses option you can see by accessing the Add to Invoice section of the invoice.

     Attach receipts or notes as necessary.

     Note: The expense must already have been recorded in your register with an expense category.
     

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4. To apply taxes:

   • Select a tax rate from the dropdown, or

   • Select Add New Tax Rate to enter the name, percentage, and agency for the tax, then save it.

5. Optionally, add a message in the Note to Client field.

6. Review the invoice to ensure all necessary details are included.

7. Choose one of the following options:

   • Save: Store the invoice as an active invoice.

   • Save Draft: Save the invoice as a draft and continue working on it later.Save and Send: Send the invoice to your client (only if the client’s email address is available).