How to create an invoice?
To create a new invoice go to, Sales ➝ Invoices ➝ Create Invoice ➝ fill fields ➝ click “Preview” or “Activate and Send”
You can also find the ‘Create new Invoice’ feature in the Quick Toolbox
View or edit an invoice
You can view an invoice by clicking on its name on the grid (Sales ➝ Invoices).
This will show you how the invoice will be seen by your clients and how it will look if printed.
To edit an invoice click on the pencil icon on the invoice preview or open the ‘Edit’ link from the row end menu on the grid.
All invoices apart from those marked as ‘paid’ or ‘void’ can be edited.
Invoice data – description
When you open an invoice page – you will see the following data and customization:
- invoice title – this can just be an internal note on the invoice and will only be displayed on the invoice grid.
…Or, it can be used as text under the invoice name on invoice preview.
To include it in the invoice preview go to, Settings ➝ Preferences ➝ check-box ‘Show invoice/estimate title on the preview’.
- client contact – here you can choose contacts of your client who will receive this invoice. If you will not choose anyone – only the primary contact will receive the invoice.
- client address – you can change the billing address of your client by clicking on pencil icon, making changes and saving.
- payment terms – this is the term allowed for paying the invoice. After this period the invoice becomes overdue.
- more options:
language – this is the language of the invoice
PDF template – the default design of the invoice
currency – the currency the invoice amount will be displayed in
- invoice items – this is the body of the invoice. You can choose tasks and items that need to be paid.
- payment options – you can chose available online payment methods. To activate go to, Settings ➝ Payment Integration.
‘internal note’ – these will on be visible on the update estimate page.
‘client note’, ‘terms and conditions’ – these will be displayed on the estimate preview.
Create products through invoice
When you create an invoice you can choose its items from an existing product list or create new products.
You can also create a temporary product (related only to this invoice) or new point on the product list.
To create a temporary item – enter its data manually to the related fields
If you would like to save this item to the existing products list – open the row end menu and click ‘Save Product’.
Invoice numbering. Can I re-use an old invoice number?
Each invoice has a unique number. You cannot create a new invoice with a number that already exists in the system.
If you need to re-use an old number – you should mark the original invoice as ‘void’ and or change the original number, enabling you to now use it for a new invoice.
You can also customize a unique invoice number prefix for each of your clients on the client’s page.
Your invoice numbers will look like this:
Create a credit note
If you would like to correct an invoice amount but don’t want to delete or update it, you can create a credit note.
To do this, simply create an invoice with a negative amount and save it.
If an invoice is overdue or you need to inform client about a non-paid invoice – you can send a payment reminder.
This option is included in the row end menu of each invoice:
You can create four types of reminders and choose which you’d like to send.
I want to re-use an invoice for a new client. Can I duplicate/copy invoices?
Yes. You don’t need to manually create a duplicate of your existing invoice.
Simply choose the required invoice and click ‘Clone Invoice’ on the row end menu.
How do I set up auto-billing (recurring invoices)?
You don’t always need to manually create recurring invoices.
You can create a recurring invoice profile and customize period for auto-billing.
To create a recurring profile go to, Sales ➝ Invoices ➝ Recurring Invoices ➝ Create Recurring Invoice