Creating a New Invoice Manually
Learn how to create and manage invoices
To create an invoice from scratch:
- Click "Create New Invoice" from the dashboard or invoices page
- Split View (Desktop): Click the "Split View" button at the top right to open a live side-by-side preview of your invoice.
- Fill in buyer details:
- Set invoice details:
- Add line items:
- Live Templates: If using Split View, use the template dropdown above the preview to instantly switch between aesthetic professional themes (e.g., Luxury, Corporate, Retail).
- Click "Create Invoice"
- •Use your default tax rate from settings to speed up entry
- •You can pre-fill buyer details if selecting from existing buyers
- •The Split View experience represents your invoice precisely as your customer will see it.
Tips:
Pro Tips
- Save time by selecting existing buyers from the dropdown
- Use keyboard shortcuts: Tab to navigate, Enter to add items
- Split View live preview is only available on desktop devices