Creating & Sending Your First Invoice

This is the most important part of getting paid!

1. Navigate to Sales > Invoices.
2. Click Create New Invoice.
3. Select a Client: Choose the client you just created from the dropdown menu. Their details will fill in automatically.
4. Add Line Items:
   • Click Add Line or Add Item.
   • Describe your service or product (e.g., “Spiritual Coaching Session”).
   • Set the Quantity (e.g., 1) and the Price.
   • You can also add any applicable Taxes if you have them set up.
5. Set Dates:
   • Invoice Date: This is usually today’s date.
   • Due Date: This is when you expect to be paid (e.g., “Net 15” or a specific date).
6. Review & Send:
   • Review the invoice total.
   • Click Save or Save as Draft if you’re not ready.
   • Click Send Invoice to email it directly to your client. You can also download it as a PDF to send manually.