To create an invoice you need to click the Invoice+ button
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/36080120070/original/XxCYCeBSwKeV9gBQYAqQMPRhZE6U99rxJg.png?1607188978)
Select a Client by clicking on it
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/36080120073/original/Zk_lCZhuxjy0X5n1InqQBTjnpCZoc07_1g.png?1607188978)
Select your products/services which you want to add to the invoice
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/36080120076/original/GA4ma7tO_Wj7IWAxCu8EXuvR2JDQaH8syQ.png?1607188978)
If you want to edit the product/service before sending (increase quantity, modify the price, add a discount, etc.) just click on it.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/36080120071/original/m3JNrnEa-enCb-zNSdk41sZiWNru08WQyw.png?1607188978)
Select the payment method, or add a new one. Also, you can add a default payment method to a client if someone always pays with the same method.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/36080120075/original/Ywoa8rqpBZW_IeXosWIpJy9U80gLcLFmgw.png?1607188978)
Modify the Date and the Due date, and add it to a Category if you want
Why useful to add the invoices into categories? You can filter the business statistics to categories, so you will be see a more clearer picture of your business, if you kepp everything nice and organized.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/36080120074/original/OjkGKVcr9MHBMl_LYLr870sZjcdzdIniHw.png?1607188978)
When the Invoice is ready to go, you can Save (complete the invoice) Save and Send (send the invoice to the client via e-mail) Save and print (download the invoice as pdf then you can print it) or Export as PDF (export the Invoice as PDF)
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/36080120077/original/tr_rV4k2wV1n_hlr8rcH9Q0qGlyXSqu_PQ.png?1607188978)
If you select the Save and Send option you can rewrite the e-mail Subject and Body, or leave it as default.
You can modify the default e-mail body, if you don't like our default text, or want to make it more personal
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/36080120069/original/i_lEZJ8alK7Pav_eEDIOscV4kcivdyIAbQ.png?1607188978)
You can reach your invoices any time anywhere if you click here. And you can resend and redownload your invoices again, anytime you want.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/36080120072/original/8npTb2xyr2k4S28F5HbpIhLf1oZ2jIAapw.png?1607188978)