Creating Your First Invoice

This guide walks through creating an invoice in detail. If you just want the quick version, see the Quick Start Guide.

Start a New Invoice

Click New Invoice in the header or press Cmd/Ctrl + N. A blank invoice opens with today’s date and an auto-generated invoice number.

Select Your Client

Click the client dropdown at the top and select a contact. If you haven’t added the client yet, click Add New Contact in the dropdown to create one without leaving the invoice.

Once selected, the client’s name and address appear on the invoice.

Set Dates

The invoice date defaults to today. The due date is calculated based on your settings (usually 30 days later). Click either date to change it.

Add Line Items

Click Add Item or press Cmd/Ctrl + I. Enter:

Description: What you’re charging for. Keep it clear—this is what your client sees.

Quantity: How many units. For fixed-price work, use 1.

Unit Price: Price per unit. The line total calculates automatically.

Discount: Optional percentage discount for this line item.

Press Tab to move between fields. Press Enter to save the line item and add another.

Organize with Sections

For longer invoices, group related items into sections. Press Cmd/Ctrl + G to add a section, then drag line items into it. Each section can have its own heading and shows a subtotal.

Review and Save

Check the totals at the bottom. If you have tax configured, you’ll see the subtotal, tax amount, and total.

Press Cmd/Ctrl + S to save. The green checkmark confirms your invoice is saved.

What’s Next

Your invoice is saved. You can now:

Print or email it — Send to your client as a PDF.

Post to Xero — Sync it with your accounting system.

Create a revision — Track changes if you need to update it later.