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Invoice Creation Guide

How to create professional invoices that get paid faster.

1Basic Details

Invoice Number

A unique ID for tracking payments (e.g., INV-001). Keep these sequential.

Date

The day you issue the invoice. This starts the clock for the due date.

Days Until Due

When you expect payment.

Tip: Shorter terms (e.g., 14 days or "Due on receipt") often result in faster payments than Net 30.

2Your Business Info (From)

This is your legal identity for tax purposes.

  • Legal Name: Use the name associated with your bank account to ensure payments don't get rejected.
  • Professional Email: Ensure the email you use looks professional (e.g., your business domain or a clean gmail address).

3Client Info (To)

Accurate client details ensure your invoice reaches the right department.

Corporate Clients: Ask if they have a specific "Accounts Payable" email address. Sending directly to finance often speeds up payment.

4Line Items

Break down your services so the client knows exactly what they are paying for.

  • Be specific (e.g., "Q3 Social Media Management" instead of "Marketing").
  • Separate labor from materials if applicable.
  • Double-check your math (our tool does this automatically!).

5Payment Details & Notes

How to get paid

Use the Payment Terms or Notes field to tell clients explicitly how to pay you.

"Please make checks payable to [Your Name]."
"Bank Transfer: Account #123456789, Routing #987654321"
"Pay online via PayPal at paypal.me/yourbusiness"

PO Number

If your client issued a Purchase Order (PO), enter it here. Many large companies cannot pay you without this number on the invoice.

6Recurring Invoices

Perfect for subscriptions or retainers. Set it up once, and the system will automatically email the invoice to your client on the schedule you choose (e.g., the 1st of every month).

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