Creating Invoices
Generate professional invoices from your orders
Quick Steps
- 1Go to Dashboard → Orders
- 2Click on the order you want to invoice
- 3Click "Generate Invoice" in the order actions
- 4Review the invoice preview
- 5Click "Create Invoice" to finalize
Creating from an Order
The most common way to create an invoice is directly from an order:
Order Requirements
- • Order must have a linked client (for billing information)
- • Order should have pricing information filled in
- • Works with any order status (pending, in progress, completed)
Important: Orders without a linked client will prompt you to add client information before generating an invoice.
Customizing Your Invoice
Before finalizing, you can customize several elements:
- Invoice Number: Auto-generated but can be manually adjusted
- Date: Defaults to today, can be changed
- Due Date: Set payment deadline
- Notes: Add custom notes or payment instructions
- Tax Rate: Apply tax percentage if applicable
- Discount: Apply percentage or fixed discount
Managing Line Items
Invoice line items are automatically populated from the order but can be modified:
📝 Edit Items
Change descriptions, quantities, or unit prices
➕ Add Items
Add additional line items (shipping, setup fees, etc.)
🗑️ Remove Items
Remove items you don't want on the invoice
↕️ Reorder
Drag to reorder how items appear
Best Practices
- ✓ Set up your company information before creating invoices
- ✓ Use clear, descriptive item names
- ✓ Include payment terms and due dates
- ✓ Review the preview before finalizing
- ✓ Keep invoice numbers sequential for record-keeping