Create a new Invoice

📝 How to create a new invoice #

This page lets you prepare and send a professional invoice to your client.
Just follow these steps:

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1️⃣ Fill in the invoice header details #

• Client:
  Select the client from your existing list.
• Invoice #:
  This is automatically generated, but you can change it.
• Invoice Date:
  The date when the invoice is created.
• Due Date:
  When the client must pay by.
• Status:
  Usually set to Unpaid when creating.
• Invoice Template:
  Choose the style (e.g. Finland).
• Payment QR Code:
  If you have payment QR codes set up, select one.
• Currencies:
  Pick the currency for this invoice.
• Reference No:
  Optional extra reference (like PO number).
• Recurring:
  Toggle on if this invoice should repeat automatically.

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2️⃣ Add products or services #

• Under the table:
  • Product:
    Select a product/service from your catalog or type a custom description.
  • QTY:
    Enter how many units.
  • Unit Price:
    This may auto-fill if you pick a product, or you can type it in.
  • Tax:
    Choose the tax type (if set up).
  • The system will calculate Amount automatically.
• Click Add to add more lines.

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3️⃣ Apply discount or tax (optional) #

• Discount:
  You can set a % discount or a flat discount.
  Choose the discount type from the dropdown.
• Tax:
  Select additional overall tax if needed.

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4️⃣ Add notes and terms (optional) #

• Click + Add Note & Terms to include payment terms or thank you notes.

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5️⃣ Save or send the invoice #

• Save As Draft:
  Keeps it without sending (for future edits).
• Save & Send:
  Saves and sends it to the client immediately by email.
• Cancel:
  Discards the invoice.

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✅ Done!
You’ve now created an invoice.
It will appear in your invoices list where you can download, edit, or track payments.