You will now see the main editor view, divided into three sections: the Settings Panel on the left, the Invoice Editor on the right, and the Toolbar at the top of the editor.

A. The Invoice Editor

This is where you build the content of the invoice. It is composed of three sections:

Invoice Header

Contains your company info, the customer's info, invoice number, issue/due dates, and payment terms.

Key Features of the Invoice Header:

• Logo Upload: Easily upload your company logo to personalize your invoices. With options to edit, and a slider to adjust its size.
• Invoice Number & Reference: Automatically generated invoice numbers ensure unique identification, and you can add a custom reference number.
• Issue & Due Dates: Set the invoice's issue date and a corresponding due date.
• Payment Terms: Define the payment schedule. Options include:
  • Payment Upfront: Payment is required before goods or services are delivered.
  • Net 7: Payment is due 7 days from the invoice date.
  • Net 10: Payment is due 10 days from the invoice date.
  • Net 15: Payment is due 15 days from the invoice date.
  • 1/10 Net 30: (1% discount if paid within 10 days, full amount due in 30 days).

• Customer Information: The "Invoice to" section displays the customer's details, automatically populated from their profile.
• Adding Comments: You have the ability to add comments or notes related to the invoice or customer.

Invoice Body

Click + Add a line to add products or services. For each line, specify a reference, description, net price, and quantity. You can also add line-specific taxes, discounts, and fees.

Key Features of the Invoice Body:

• Line Items: Each line represents a product or service. You can specify a Ref (reference), Description, Net price (USD), Qty (quantity), and Subtotal (USD).

• Adding Taxes & Discounts: The + Taxes (0) & Discounts (0) button allows you to apply taxes, discounts, or fees to individual line items.

  

• Taxes: You can add new taxes by specifying a Code, Title, Description, and Amount type (Percent or Fixed). The image shows an example of "Value Added Tax (VAT)" at 20.00%.

  

• Discounts: Similar to taxes, you can add various types of discounts.

• Fees & Charges: Additional fees can be applied as needed.

Invoice Footer

Summarizes the totals. Here you can add overall discounts, taxes, fees, a signature, notes, and terms & conditions.

Key Features of the Invoice Footer:

• Overall Discounts, Taxes, Fees: Apply discounts, taxes, or fees that affect the entire invoice total, not just individual line items.
• Signature: A designated area for a signature, which can be digital or physical.
• Notes: Add any general notes or special instructions for the customer.
• Terms & Conditions: Include your standard terms and conditions for the invoice.

B. The Settings Panel (Left Side):

While building the invoice, you can use this panel to configure its properties:

Look & Feel

Change the template, color, and font.

Assign to Customer/Project

Modify the assigned customer or project.

Currency & language

Adjust the currency or language.

Labeling & Financial Analysis

Categorize the invoice for reporting.

Payment method

Change the accepted payment methods.

Attachments

Add or remove supporting documents.

C. Finalizing the Invoice

Once you have added all line items and configured all settings, you can review the complete invoice. The final actions are available at the top of the editor, allowing you to save the invoice as a draft, mark it as sent, or send it directly to the customer.

Here's a breakdown of the toolbar's functions:

• Quick Action Icons:

  • Create with AI (Pencil icon): Let AI help you improve the invoice details.
  • Send to customer (Envelope icon): Opens a dialog to email the invoice directly to the client.
  • Add payment link (Dollar icon): Opens a window where you can generate a shareable payment link through various providers like Google Pay, Apple Pay, Stripe, PayPal, and more.
  • Save changes (Save icon): Saves the current state of the invoice.
  • Generate and preview (Print icon): Prepares the invoice for printing.

  

• Status Management:

  • This dropdown menu allows you to manually update the invoice's status. Keeping the status current is key for accurate tracking and reporting. Statuses include: Draft, Sent, Paid, Partially Paid, Overdue, Disputed, and Cancelled.

    

• Main Actions Menu (Gear icon):

  This menu contains a comprehensive list of actions grouped by category:

  • Actions: Share, Download PDF, Duplicate invoice, Send to customer, Add payment link.
  • Management: Save this template allows you to save the current invoice layout for future use.
  • Modifications: Modify and Delete.

After filling in all the necessary details, click the Save changes button to save and finalize your invoice.

Next: Learn how to manage your Invoices in details.