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Invoice basics

Create an invoice

Create an invoice, add billing items and set the due date before it is issued or sent.

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Last updated 29 Sep 2026

Invoices track billing activity, outstanding balances and customer payments.

Before you begin

Have the customer and the items to bill ready. An invoice can also be created from an accepted quote where that workflow is available.

How to create an invoice

  1. Open Invoices.
  2. Select Create Invoice.
  3. Select the customer and complete the invoice details.
  4. Add the billing items and set the due date that applies.
  5. Save the invoice and review it before issuing or sending it.

What happens next

The invoice appears in the Invoices workspace, where its draft, issued, payment and collection status can be reviewed.

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Understand invoice due dates

Use the invoice due date to track when an unpaid invoice needs attention.