Set up once, then reuse saved data to create invoices in minutes.

Set up your workspace

1. Sign in and open Business Profile to add name, logo, address, tax number, and default currency.
2. Define default payment terms (due date offset), numbering, and a payment link or instructions.
3. Add at least one customer with billing email.
4. Create common items with price, tax percent, and unit so line items can be reused.

Create and send your first invoice

1. Go to Create Invoice, choose a template, and fill sender/receiver details.
2. Add line items, taxes/discounts, and shipping or adjustments.
3. Preview the PDF; adjust branding or currency if needed.
4. Save the invoice and send it by email or copy a public link.
5. Record payments as they come in to move the status from sent ? partially_paid ? paid.

Tip: If you also use estimates, create and send an estimate first, then convert it to an invoice when approved.