Your First Invoice

This guide walks you through creating a complete invoice from scratch, including adding clients, line items, and sending it to your customer.

Add a client

Before creating an invoice, you need at least one client. You can create clients in advance from Clients → New Client, or add them inline during invoice creation.

Create the invoice

1. 1Go to Invoices → New Invoice.
2. 2Select the client from the dropdown (or create a new one).