Create your first invoice

Before you start

Nothing else needs to be set up first. You can add a customer while you are writing the invoice, and fill in your business details afterwards — though doing that first means you won't need to re-send anything.

Write and send it

Invoices start as drafts, so nothing reaches your customer until you choose to send it. Take as long as you like over a draft.

1. Go to Invoicing and start a new invoice.
2. Pick an existing customer, or add a new one inline.
3. Add your items, quantities and rates.
4. Apply a tax rule if the work is taxable.
5. Check the totals, then send it.

What counts toward your document limit

On the Free plan you can create three documents a month. Invoices and estimates both count. Drafts you never send do not — the limit applies to documents you issue. Starter and Pro have no document limit.