Mobile app
Tap Documents in the main menu, then select Invoices
Tap Create new invoice or the + icon in the upper right corner
Add a client - select one from your list, or tap + to create a new one from scratch or import from your phone's contacts. Tap Save.
Tap Details to set:
Issue date and due date
Payment method
Discount or shipping costs
Currency and language
Tap Back to return to the invoice
Tap + Add item to add your products or services - choose from your existing list or enter a new item manually
Review the total and confirm the payment option
Tap Preview to check how the invoice looks before saving
Tap Save - your invoice is created and gets a number automatically once you're online
Tip: Tap the three-dot icon in the upper right corner to change the invoice colour, template, or show/hide specific fields.
Website
Go to Documents - Invoices and click New invoice
The invoice number is assigned automatically - you can change it now or later
Select a client from the list, or click + Create a new client
Add your items - enter the name, description, quantity, and unit price. If your account is set to include VAT, you can select a tax rate per item
Check that the issue date and due date are correct
Click More options to:
Add a reference or order number
Change the currency or language
Apply a discount (% or flat amount) or add shipping costs
Add an introduction text or notes if needed
Click Save
The invoice preview opens - from here you can edit, duplicate, send, download as PDF, or create a credit note
Note: Your invoice number is assigned automatically when you're online. If you're offline, it will be assigned once your connection is restored.