How to Create Your First Invoice

This is the big one — your first professional invoice. Let's make it perfect.

Before You Start

Make sure you've set up:

• ✅ Your business profile (Settings → Business Info)
• ✅ At least one customer (Customers → Add Customer)
• ✅ Your license number, if required by your state

Step-by-Step

1. Click Invoices in the sidebar
2. Click New Invoice (or Create with WhatsApp AI to do it by text)
3. Select a customer from the dropdown — or add a new one on the fly
4. Add line items:

• Description: What you did (e.g., "Kitchen faucet replacement")
• Quantity: How many hours or units
• Rate: Your price per unit
• Click + Add Item for more lines

1. Set the due date — when you expect payment
2. Review the totals:

• Subtotal (before tax)
• Tax (auto-calculated by ZIP code)
• Total (what the customer pays)

1. Click Save Draft to save without sending
2. Click Send Invoice when ready

Sending Options

• Email — sends a professional email with PDF attached
• WhatsApp — shares via WhatsApp message
• Payment Link — copy and paste the Stripe payment link anywhere

After Sending

Your invoice moves from "Draft" to "Sent." You'll see:

• When the customer opens the email
• When they pay through the payment link
• The invoice auto-updates to "Paid" status

Common Mistakes

Don't forget the due date. Without one, there's no urgency for the customer to pay.

Double-check the customer email. A typo means they won't receive it.

Review line items carefully. Once sent, you'd need to cancel and re-send to make changes.

Related Articles

• Adding Line Items to an Invoice
• Sending an Invoice via WhatsApp
• How to Track Outstanding Payments

You just sent your first professional invoice — that's a huge deal! 💰