Create Your First Invoice

Step 1: Choose Document Type

Select whether you want to create an Invoice or an Estimate at the top of the form.

Step 2: Enter Your Business Info

Fill in your company details in the FROM section:

• Company name
• Address and location
• Phone and email
• Tax ID (optional)

Step 3: Add Client Details

Enter your client's information in the BILL TO section. You can save clients for quick access later.

Step 4: Add Line Items

Add items or services you're billing for. Each line includes:

Step 5: Set Discounts, Tax, Shipping

Configure optional calculations:

• Discount: 10% or $50 off
• Tax: 8.5% sales tax
• Shipping: $25 flat rate

Step 6: Export or Print

Choose how to share your invoice: