Step 1: Navigate to Create Invoice
Click on Invoices in the sidebar, then click the New Invoice button.
Step 2: Fill in Invoice Details
- Invoice Number: Automatically generated (e.g., INV-1001). Customize the prefix in settings.
- Invoice Date: Defaults to today's date.
- Due Date: Set a payment deadline for your client.
- Invoice Title: Defaults to "INVOICE" but can be customized.
Step 3: Add Your Business Information
Fill in your details (or they'll auto-populate from your settings):
- Company Name
- Contact Person
- Phone & Email
- ABN (Australian Business Number)
- Address
Step 4: Add Client Information
Enter your client's details:
- Company Name
- Contact Person
- Phone & Email
- ABN
- Address
💡 Tip: Save clients in the Clients section to auto-fill this information next time.
Step 5: Add Line Items
Add products or services to your invoice:
- Description: What you're charging for
- Quantity: Number of units
- Unit Price: Price per unit
- Include GST: Toggle to add 10% GST tax
Click Add Item to include multiple line items.
Step 6: Add Banking Details (Optional)
Include your payment information so clients know where to send money:
- BSB Number
- Account Number
- Account Name
Step 7: Review and Create
Review all information, then click Create Invoice. The invoice will be saved and you can:
- Download as PDF
- Edit invoice details
- Update invoice status (Paid, Pending, Overdue)
- Delete if needed