How to create and send invoices
Use invoices when the customer isn’t physically with you and needs a payment link by email.
Before you start
- You know the customer email address.
- You have line items ready (description, quantity, unit price).
- You know invoice due date and tax display requirements.
Expected result
Customer receives an invoice email with a payment link, and you can track status in Dashboard → Invoices.
Exact steps
Menu path: Dashboard → Invoices → New.
- 1
Open Dashboard and click Invoices in the left menu.
- 2
Click New invoice.
- 3
Confirm your account details are correct for this invoice.
- 4
Enter recipient full name and email address.
- 5
Set invoice basics: currency and due date.
- 6
Optional: add reference, NZBN, and GST details if required.
- 7
Add each line item with description, quantity, and unit price.
- 8
Check subtotal, tax, and total in the preview panel.
- 9
Click Create and send invoice.
- 10
Confirm status updates in Dashboard → Invoices (for example: sent, paid, overdue).