Start by filling in the basic invoice information. This includes:
- •Invoice number (automatically generated)
- •Issue date (today's date by default)
- •Due date (based on payment terms)
- •Currency (select from dropdown)
Step 2: From & To Details
Clearly identify both parties involved in the transaction:
- •Your business details (name, address, contact info)
- •Client information (name, address, contact person)
- •Optional: Add your business logo
- •Include any tax registration numbers if applicable
Itemize the products or services you're billing for:
- •Enter detailed descriptions for each item
- •Specify quantity, price per unit, and discount (if any)
- •Add as many items as needed
- •The subtotal, tax, and total will calculate automatically
Specify how you'd like to be paid:
- •Select a payment method (Bank Transfer, PayPal, UPI, etc.)
- •Enter the relevant payment details for your chosen method
- •Add special payment instructions if necessary
- •Include payment terms and late payment policies
Add any additional information that may be helpful:
- •Thank your client for their business
- •Include notes about the services provided
- •Specify your terms and conditions
- •Add any disclaimers or legal notices
Finalize your invoice and send it to your client:
- •Review all information for accuracy
- •Click 'Create Invoice' to create a PDF
- •Download the PDF to your device
- •Send the invoice to your client via email
Best Practices for Professional Invoicing
Follow these tips to maintain professionalism and improve payment rates
•Send invoices promptly after delivering goods or services
•Use clear, professional language throughout the invoice
•Ensure your payment terms are clearly visible
•Follow up with reminders before the due date
•Keep a consistent invoice numbering system
•Archive copies of all invoices for your records
•Personalize invoices with your brand colors and logo
•Include a friendly thank you note to foster good relations