Create Your First Invoice
Related Topics
Create Your First Invoice
Step 1: Navigate to Income ->Invoicesto access the invoicing module.
Step 2: Click on the + New Invoice button to begin creating a new invoice.
Step 3: Enter Invoice Information
🟩 Tip: Double-check that the date is accurate, as it affects payment terms and budgeting report.
Step 4: Add Item Details
Enter each item or service provided, along with quantities, rates, and applicable taxes.
🔶Note: If you need to change the tax rate after applying it to an estimate or invoice, you can update the tax in the Taxes section. This will reflect in future transactions.
🟥 Warning: Some fields might be hidden! If you don’t see all the required fields, scroll right 👉 to view and complete them.
🔶Note: You can add a track category to the invoice to monitor this transaction within specific budget categories. This helps with budgeting, allowing you to easily track expenses or income related to different projects, departments, or goals.
Step 5: Add Attachments and Review Summary
- You can attach relevant documents (e.g., contracts, and work orders) to the invoice.
- If needed, you may add notes as a reference to your transaction/upload. This area is optional.
📎 Add Your Attachments!
Need help with uploading? Check out our How to Upload Attachments Guide ➔ for step-by-step instructions!
Review the summary total of the invoice to ensure everything is correct.
Step 6: Save Invoice
Save as Draft: If you’re not ready to send the invoice, save it as a draft.
Save: If everything is correct, save the invoice to finalize.
Now that your invoice is ready, it’s time to send it off. Learn how to generate and send your invoice via email or print in our next guide.
Related Topics
✉️ Generate Your Invoice via Email or Print
💰 Getting Paid or Receiving Payment for Services or Products
🎨 Design Your Invoice Receipt: Customize It with Your Company Branding
For questions, please email us at support@fynloapps.com. We're here to help! 😊