01
Create the invoice
- Open Create invoice.
- Review the invoice number and dates.
- Add your business details in From and the customer in Bill To.
- Add each product or service, quantity, and rate.
- Review totals and the Live Preview, then save the invoice.
02
Before sending
- Check the client email and billing address.
- Confirm tax, discount, shipping, notes, and payment terms.
- Save the invoice before using Email Invoice.
