Create Invoice

Use the builder to collect sender/receiver info, line items, totals, and delivery options in one place.

Form sections

Invoice details: number, issue/due dates, currency, optional notes/terms, and total-in-words toggle.
Sender: pulled from Business Profile; edit name, address, phone, tax number, and logo.
Receiver: pick an existing customer or type a new one with email, phone, address, and tax number.
Line items: add from your item catalog or free-type. Set quantity, price, tax percent, and unit; totals update instantly.
Charges: enable Discount, Tax, and Shipping toggles. Each supports amount or percentage and feeds the final total.
Template: choose between PDF templates (including ZATCA) to control the layout of the generated document.

Preview PDF: open a live preview before sending.
Download or print: generate the PDF for offline sharing or printing.
Save draft: store the invoice locally (Saved Invoices panel) without sending.
Send by email: attach the PDF and send directly to the receiver�s email address.
Export: download JSON for backup or to move the invoice between environments; re-import via Import JSON.

Keep invoice numbers unique to avoid overwriting saved invoices.
Set due dates; statuses update to overdue automatically when the date passes with no payment.
Use the same currency across items and charges to keep totals accurate.