Your First Invoice
Create a professional invoice in under a minute. Here's how.
Create a New Invoice
- Go to Invoices in the sidebar
- Click New Invoice (or press
Ctrl+I)
Add a Customer
Select an existing customer from the dropdown, or type a new name to create one on the fly. You'll need at least a name — email and address are optional but useful for your records.
Add Line Items
Each line item has:
- Description — what you're billing for
- Quantity — how many (hours, units, etc.)
- Rate — price per unit
The total calculates automatically. Add as many line items as you need.
Save and Export
- Review the invoice details
- Click Save
- Click Export PDF to save a PDF copy
- Email the PDF to your customer
Good to know
- No email sending in 1.0. Export the invoice as PDF and email it yourself.
- Standard template. Invoices use a clean, professional format. Custom logos and templates are planned for a future release.
Recording Payment
When your customer pays, record the payment against the invoice to keep your books accurate. The invoice status updates automatically from Open to Paid.