Create and send your first invoice

Need a once-off invoice without opening your workspace? Use the free invoice generator for South Africa (preview or email a PDF in rand).

Prepare the invoice

1. Open Finance → Invoices → Create invoice.
2. In Details, select the Customer. Use Create New Customer if the customer does not exist yet. Check the billing details and the contact who should receive the invoice.
3. Check the invoice date and payment terms. Add each charge with New item and review the quantity, price, VAT treatment and total. If a charge should repeat, see Set up recurring invoicing.

Save, review and send

1. Select Save draft. The invoice gets a number and remains available for edits. Check the recipient, line items, due date and total before issuing it.
2. Open the arrow beside Save draft. Use Save & send email or Save & send WhatsApp when ready. The invoice is issued before the send panel opens.
3. In the send panel, confirm the recipient and review the message and any PDF attachment or WhatsApp template. Send only once the details are correct.
4. Open the invoice again and check Activity for the send. If you closed the send panel without sending, the invoice stays issued and can be sent from its invoice page.

Use Issue invoice if you need to issue it without sending a customer message. Issuing can sync to your connected accounting system.

Check your first invoice

For a practice run, use a draft and a test customer. If you need to verify issuing or delivery, use a test workspace so the invoice stays out of live accounting. Once a customer pays a real invoice, record the payment.