Create your first invoice

Create your first invoice from the Invoices page.

1. Go to Invoices and select New invoice.
2. Choose a customer and set issue and due dates.
3. Add line items from Products or Services.
4. Apply the correct tax rates or use your defaults.
5. Add notes or terms, then save the invoice.
6. Use Preview or PDF to double check totals before sending.

Tip: store common items in Catalog for faster entry.