Documentation

Invoices

Create and Download an Invoice

Build a professional invoice, preview it, save it, and download the PDF.

Steps

  1. 1

    Open the invoice generator from the Home page.

  2. 2

    Choose the document type, template, PDF layout, page size, and currency.

  3. 3

    Enter your business details, client details, invoice number, date, and payment terms.

  4. 4

    Add line items with descriptions, quantities, and rates.

  5. 5

    Use Preview to inspect the final document.

  6. 6

    Save the invoice to your account or download the PDF.

Notes

Saved invoices sync to your account when you are logged in.

Use payment terms and due dates so overdue tracking works correctly.