> For the complete documentation index, see [llms.txt](https://software-help-docs.gitbook.io/knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://software-help-docs.gitbook.io/knowledge-base/software-guide/payments/how-to-create-an-invoice.md). # How To Create An Invoice Using the Products within **our software**, you can create and send invoices to your customers and clients. This will allow you to streamline your payments processing, to ensure you capture your money for your business. Follow the steps below to learn how: **Part 1: Creating and Sending an Invoice** **Step 1: Create an Invoice** * Navigate to Payments and click on the Invoice tab. * Click +New to start creating your invoice. * Click the gear icon if you’d like to adjust what name your invoices appear under. {% embed url="" %} ***NOTE:*** You may add generic notes for the invoice using the gear icon right before the "New" button\*\*.\*\* **Step 2: Edit Your Invoice** * Edit the image in the top left by clicking on it. This will open the media library where you may choose an existing image or upload a new image. * Edit the “from info” in the top right by clicking on the text so you can update that information accordingly. * Add the client/customer’s details under “Billed to” by clicking on the box under the section. * Click on the Invoice Number, Issue Date, and Due Date to update and make changes to each section. * Click “+Add an item” to add products from your products tab for the invoice. * ***NOTE:*** the product already needs to have been created in order to be included on an invoice. If you need to set up a new product, check out our other tutorials on products. * Click into the Price and Quantity sections to update and make changes to each, as needed. {% embed url="" %} **Step 3: Sending Your Invoice** * Once you create the invoice, you can send it using the green button in the top right corner. {% embed url="" %} * You can also “Copy and Mark as Sent” if you wish to send it using a different means. * When you click “Send”, a popup window will appear, and you may choose to send the invoice via email and text, or just one of the two methods. * Under “Additional Options” you can change the payment mode between test/live. **Step 4: Checking The Status of an Invoice** * Navigate to your Invoices tab and you’ll see a list of all your invoices. * Under the “Status” tab you can view the various statuses such as draft, paid, or due in X days. * You can also search and filter by status and date range(s). * Invoices can also be found in the Transaction tab. * ***NOTE:*** Successful or Failed transactions will be visible under Payments > Transactions. **Part 2: Invoice Pro Tips** **How To Add Taxes to Your Invoice** * Click “Tax Settings” * Click “Add Tax” * Add the name of the Tax, the rate (in percentage form), a description, and/or Tax ID number in the popup window. **How To Add a Discount to Your Invoice** * Click the “add discount” icon to include a discount on your invoice. **How To Record Payments** * Within an Invoice, choose the three-dot menu and drop down the options. * Select “Record Payment”. {% embed url="" %} * A popup will appear with two options: * **Charge a card:** add card information (which you can save to contact) and charge that card on file, or charge a card already on file for the client * **Record manually:** use this option to record a payment you’ve captured outside the system, such as cash or check {% embed url="" %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://software-help-docs.gitbook.io/knowledge-base/software-guide/payments/how-to-create-an-invoice.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.