Creating a New Invoice Manually

Learn how to create and manage invoices

To create an invoice from scratch:

  1. 1. Click "Create New Invoice" from the dashboard or invoices page
  2. Fill in buyer details:
  3. Set invoice details:
  4. Add line items:
  5. Add notes and terms:
  6. Click "Create Invoice"

Tips: - Use your default tax rate from settings to speed up entry - You can pre - fill buyer details if selecting from existing buyers - Currency defaults to your preference in settings

Pro Tips

  • Save time by selecting existing buyers from the dropdown
  • Use keyboard shortcuts: Tab to navigate, Enter to add items