How to create an invoice
Creating invoices is easy with Invoicer.ai’s inline invoice editor. Simply fill in the fields. Information automatically saves as you enter it.
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​For Desktop and Tablet
Below is a step-by-step guide on how to create an invoice on desktop and tablet devices.

Sections

This brings you to the invoice editor where you can create your invoice.

In the From section, at the top right of the invoice editor, add your company details (name, address, phone, etc):

This information is automatically saved so you only need to enter it once.

Upload a file or drag and drop to add a logo:

Under the Billed To section, add your client's name, address, phone number, and anything else in the info field:

6. Once a client is added the system automatically creates a client in the Clients section for you:
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For future invoices, select the client from the drop-down:
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The system automatically applies today's date as the Date Issued and 30 days from today as the Date Due. Edit as needed.

Edit the currency if needed:
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Invoicer supports 135+ currencies.

Edit the PDF language if needed:
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This changes the language of the invoice PDF.

Under Invoice Number, you can choose to leave it as is or edit. Our intelligent system automagically increments based on the invoice number format you choose.

Enter a Reference number if needed:

You can also change the highlight color using the color picker at the top right:
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Now it is time to add your line items under the Item area.
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Add a name, description, rate, and quantity to your line item:

Select Add tax at the line item or in the subtotal section to add tax to your line item:

If you need to delete a tax, click the trash can icon to the right of it:
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If you need to delete a line item, click the trash can icon to the right of it:

18. Add additional line items by clicking + Add line item and follow steps 13-17.

19. Add another tax, if needed, following step 14.

One of the major strengths of Invoicer.ai is the ability to add multiple discounts to an invoice.

To add a discount, click the Add discount link in the subtotal section. Enter the $ amount or %:
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You can also rename the discount text if needed.

Repeat for multiple discounts.

If you need to delete a discount, click the trash can icon to the right of it.

Another major strength of Invoicer.ai is the ability to add multiple deposits to an invoice.

To add a deposit, click the Add deposit link under the total. Enter the $ amount or %:
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You can also rename the deposit text if needed.

Repeat for multiple deposits.

If you need to delete a deposit, click the trash can icon to the right of it.

This area is useful to add notes to the invoice as well as telling the customer you appreciate their business.

This area is useful for adding payment terms, preferred payment methods, and anything else of official nature.

Add pictures and documents by dragging and dropping or uploading to the attachments area at the bottom of the editor.

Once your invoice is created, send it to your client by following the steps here.
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You can also download a PDF of the invoice by clicking the PDF button at the top or bottom of the invoice editor:
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You can select different PDF templates and edit them. Follow the steps here to learn how.

Automatically send late payment reminders for unpaid invoices. Turn this on using the setting at the top of the editor:
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Click here to learn more about automatic late payment reminders.

There you have it. Those are the steps to create an invoice on desktop and tablet devices.

Try for yourself using the Invoice Editor.