InvoicingCreating Invoices

Creating Invoices

Step-by-step guide to creating and sending professional invoices.

5 min read

Saldo makes it easy to create professional invoices in minutes. Follow these steps to create your first invoice.

Create a new invoice

1Navigate to Invoices in the sidebar.
2Click "New Invoice" in the top-right corner.
3Select or create a client. If the client already exists, start typing their name to search.

4

Add line items with descriptions, quantities, and unit prices.

5Review the totals, tax, and due date.

6Click "Save as Draft" or "Send" to email it directly to your client.

Invoice fields

You can duplicate any existing invoice to quickly create a similar one. Just open the invoice and click "Duplicate".

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Creating Invoices — Saldo Help Center

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