How to Create an Invoice

Creating an invoice in InvoiceFlow is quick and easy. Follow these steps:

Step 1: Start a New Invoice

1. Go to Invoices in the main menu
2. Click Create Invoice

Step 2: Select a Customer

Choose an existing customer or create a new one on the fly.

Step 3: Add Line Items

For each product or service:

1. Click Add Item
2. Select a product or enter a custom description
3. Set the quantity and price
4. Apply any applicable tax rate

Step 4: Review Totals

InvoiceFlow automatically calculates:

• Subtotal
• Discounts (if applied)
• Tax amounts
• Total due

Step 5: Set Payment Terms

Choose:

• Issue Date: When the invoice is dated
• Due Date: When payment is expected

Step 6: Save or Send

• Save as Draft: Save for later editing
• Send Invoice: Email directly to your customer

Tips

• Add notes for special instructions
• Include payment terms for clarity
• Attach files if needed