How to create and edit an invoice

New invoices are created from the invoices section. Start from the list view and use the action button in the top-right area.

Create a new invoice

1. Open Sales and then Invoices.
2. Select Create invoice.
3. Choose the client, invoice date, and due date. If the customer is not in the list yet, create the client first.
4. Add the products or services that should appear on the document — see how to create a product to build your catalog.
5. Save the draft if you want to finish it later, or issue it when everything is complete.

Edit an existing draft

1. Return to the invoices list and filter to Draft if needed.
2. Open the draft invoice you want to continue editing.
3. Update client details, lines, or dates before issuing it.