Overview
Creating an invoice on Invoice Website is straightforward. The process starts with choosing a template, then selecting your business and client information, adding line items, setting dates and terms, and saving your invoice.
All invoices are automatically saved to your account, so you can access, edit, or resend them anytime. You can also download them as PDFs or share them with clients using secure links.
From Manage Estimates, choose Create invoice from estimate on a row to open the same create form with that estimate pre-filled. When you save, the estimate is marked converted and linked to the new invoice. You can delete the invoice or the estimate later if you need to; deleting the invoice clears the link on the estimate.
Key Steps
Step 01: Choose Template
Select from professional invoice templates that match your brand. To browse every layout with full-page previews in one place, visit the templates page. Templates can be customized with your logo, colors, and branding elements based on your subscription tier. Preview your invoice in real-time as you make changes.
Step 02: Select Your Business
Choose an existing business from the dropdown, or pick + Create New Business to enter name, email, address, and other details on the same screen. Your business information, including logo and contact details, will populate on the invoice after you save.
When you add or edit a business, click Save Business to store it before you continue.
Step 03: Choose Your Client
Select an existing client from your saved list for quick access, or choose + Create New Client to type name, email, and address on the same page. Saving clients makes future invoicing faster.
After you fill in a new client (or change an existing one), click Save Client at the bottom right of the client section.
Step 04: Add Invoice Items
At the top of the Invoice items section, use the Currency dropdown to set how amounts display on the invoice and in the preview. Pick a listed code, or choose Custom (type your own) and enter a short code in the field below (for example R$, KWD, or XYZ).
Add line items with descriptions, quantities, and rates. You can add multiple items, and the system automatically calculates subtotals, taxes, discounts, and the final total. This ensures accuracy and saves you time.
Step 05: Set Dates and Terms
Set the invoice date, payment due date, and payment terms. You can choose from common terms like "Due upon receipt" or "Net 30", or create custom terms. Add any additional notes or special instructions for your client.
Step 06: Review and Save
Review your invoice using the live preview to ensure everything looks correct.
Saves to your account, then sends you to the dashboard. While it runs, the label changes to Saving... and a spinner replaces the icon. Your invoice stays in the list for editing, PDF, or sharing later.
Saves, then generates your PDF. The label shows Saving... with a spinner, then Preparing PDF..., then the file downloads. You are redirected to the dashboard after.
If you are editing an existing invoice instead of creating a new one, the same two controls read Update and Exit and Update and Download.
Next step
Create your first invoice
Sign up free, then follow the steps above in Invoice Website while you build your first invoice.
Tips for Success
Pro Tip
- Save your clients and businesses to speed up future invoice creation
- Use clear, descriptive item descriptions to avoid payment delays
- Set appropriate payment terms based on your business needs
- Take advantage of the live preview to catch errors before saving