How to Create an Invoice
Create professional invoices quickly and easily. Follow these simple steps to generate invoices that look great and get paid faster.
Overview
Creating an invoice on Invoice Website is straightforward. The process involves selecting your business and client information, adding line items, setting dates and terms, choosing a template, 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.
Key Steps
1 Select Your Business
Choose the business profile you want to use for this invoice. If you have multiple businesses, select the appropriate one. Your business information, including logo and contact details, will automatically populate on the invoice.
2 Choose Your Client
Select an existing client from your saved clients list for quick access, or enter new client information manually. Saving clients makes future invoicing faster and more efficient.
3 Add Invoice Items
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.
4 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.
5 Choose Template
Select from professional invoice templates that match your brand. 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.
6 Review and Save
Review your invoice using the live preview to ensure everything looks correct. Once satisfied, you have two options for saving:
Save and Exit
Saves your invoice and redirects you to your account dashboard. Use this when you want to save the invoice and continue working later.
Save and Download
Saves your invoice and automatically downloads it as a PDF. Perfect for when you need the PDF immediately.
Saving Your Invoice
After completing your invoice, you have two saving options:
Save and Exit
Saves your invoice to your account and redirects you to the dashboard. The invoice will be available in your invoice list for future access, editing, or sharing.
Best for: When you want to save and continue working later, or when you don't need the PDF immediately.
Save and Download
Saves your invoice and automatically downloads it as a PDF. The button shows "Saving..." while processing, then the PDF download starts automatically. After download, you'll be redirected to your dashboard.
Best for: When you need the PDF immediately to send to a client or for your records.
Tips for Success
- 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
- Use "Save and Download" when you need the PDF right away, or "Save and Exit" to save for later
Related Guides
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