How to create an invoice

Use Create invoice when you need to bill a customer for goods or services. An invoice can include customer details, issue date, due date, inventory items, custom services, notes, discounts, payment instructions, and a live total.

Steps

• Open Business from the bottom navigation, then open Invoices, or open Invoices directly where available.
• Tap Create invoice.
• Select an existing customer, or choose Add new customer instead.
• Choose the invoice status, usually Draft while preparing it.
• Check or change the issue date.
• Add a due date if the customer should pay by a specific date.
• Add invoice items from inventory or as custom products/services.
• Enter descriptions, quantities, and unit prices.
• Apply a discount if needed.
• Add invoice notes if the customer needs extra information.
• Check the invoice summary.
• Tap Save invoice.

Choosing a customer

• Use an existing customer when the customer is already saved.
• Add a new customer if this is the first invoice for them.
• Customer details help with follow-up, emailing, WhatsApp sharing, and debt tracking.

Choosing dates

• Issue date is the date the invoice is created or issued.
• Due date is when the customer should pay.
• If there is no fixed deadline, the due date may be left blank depending on your workflow.

Good invoice habits

• Use clear item descriptions.
• Set a realistic due date.
• Check the customer name and contact details.
• Check the total before saving.
• Use payment instructions so the customer knows how to pay.