Creating and sending invoices
Create branded invoices in seconds.
4 min read
Creating an invoice
Need a formal invoice? Here's how to create one:
- Go to the client's profile
- Click Create Invoice
- Review the details:
- Amount and line items
- Due date (use presets or custom)
- VAT (if applicable)
- Click Generate
What's included
Your invoice includes:
- Your business name and logo
- Client details
- Line items with amounts
- Due date
- Payment instructions
- Unique invoice number
Due date presets
Quickly set due dates using presets:
| Preset | Due date |
|---|---|
| Due on receipt | Same day |
| 7 days | Invoice date + 7 days |
| 14 days | Invoice date + 14 days |
| 30 days | Invoice date + 30 days |
| Custom | Choose any date |
Learn more about due date presets
Adding VAT
If you're VAT registered, you can add VAT to your invoices:
- Check "Include VAT on this invoice"
- Select your VAT rate (0%, 5%, or 20%)
- VAT is calculated automatically
Optional sections
Enhance your invoices with:
- Payment Terms - Set clear payment expectations and deadlines
- Cancellation Policy - Remind clients of your terms
These appear on the PDF invoice when enabled.
Adding payment terms · Adding a cancellation policy
Sending invoices
After creating:
- Click Send by Email to email it directly
- Or Download PDF to send yourself
Invoice vs reminder
Invoices are formal documents for records and accounting.
Reminders are friendly nudges to pay.
You can use both—send an invoice for records, then reminders to follow up.
Customising invoices
Your invoice automatically uses:
- Your business name from Settings
- Your logo (if uploaded)
- Your contact details
- Your VAT number (if set)
Related: Recording manual payments · Adding VAT
Was this article helpful?