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Making an Invoice

From your Invoice Maker account dashboard, you are able to make personalized and customized invoices with ease. Once you create your account, you can create your first invoice upon login.

Creating_an_Invoice.gif

To make an invoice, simply follow the prompts:

  1. Click on Create
  2. Select Invoice
  3. Add all Pertinent Data pertaining to the invoice 
  4. Select a client from the Bill To dropdown menu
  5. Enter the Item, Price, and Quantity of the products or services being invoiced
  6. To add multiple items, click Add Item

You are able to add an Item Description, set the Tax, and allocate a Discount per item (if applicable).

Once you add the pertinent data to an invoice (client, product, taxes, discounts), that data will automatically save in your Invoice Maker dashboard for future use. You can find the saved data in the menu bar on the left-hand side of your dashboard.

Once your invoice is complete, you can add notes through Options. You can also Save, Preview, Download, or Send your invoice.

 

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