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Create an Invoice

Learn how to create and send a professional invoice.

Updated September 2026

Create professional invoices in under a minute.

Before you start

  • A customer added
  • At least one product or service

Step 1 — Open Invoices

From the main menu select Sales, then Invoices.

Step 2 — Create

Click + New Invoice.

Step 3 — Select the customer

Choose the customer you want to invoice.

Step 4 — Add items

Add products or services with quantities and prices.

Step 5 — Save

Click Save Invoice. The invoice is numbered and posted to your ledger automatically.

Use Duplicate to create similar invoices faster.

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