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How to create an invoice on desktop and tablet
How to create an invoice on desktop and tablet

Learn how to create an invoice on desktop and tablet devices.

James avatar
Written by James
Updated over 2 months ago

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.

For Desktop and Tablet
Below is a step-by-step guide on how to create an invoice on desktop and tablet devices.

Sections

  1. Select New Invoice from the dashboard or menu:

    Select new invoice from the dashboard or menu

  2. The invoice editor

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):

Add your info in the From section

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

3. Add a logo

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

Add a logo

4. Edit the heading:

Invoice heading field

5. Add client details

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

Enter your client information in the Billed To section


6. Once a client is added the system automatically creates a client in the Clients section for you:

Clients

For future invoices, select the client from the drop-down:

Client drop-down selector

7. Issued and due date

The system automatically applies today's date as the Date Issued and 30 days from today as the Date Due. Edit as needed.

Date issued and date due selector

8. Currency

Edit the currency if needed:

Edit currency

Invoicer supports 135+ currencies.

9. PDF language

Edit the PDF language if needed:

Edit PDF language

This changes the language of the invoice PDF.

10. Invoice number

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.

Invoice number

11. Reference #

Enter a Reference number if needed:

Reference number

12. Color

You can also change the highlight color using the color picker at the top right:

13. Adding line items

Now it is time to add your line items under the Item area.

Add a name, description, rate, and quantity to your line item:

Add a line item

14. Add tax

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

Add your tax %. You can also name the tax and add a tax number as part of the tax name. For example, State Tax (#1234567).

15. Delete tax

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

Delete a tax

16. Once a line item is added, the Line Total updates to reflect this, along with the Subtotal, Total, and Amount Due.

17. Delete line item

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.

Add a tax

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

20. Add a discount

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 %:

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.

21. Add a deposit

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 %:

Add a discount

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.

22. Add notes

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

23. Add Terms

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

24. Add attachments

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

Add attachments

25. Send the invoice

Once your invoice is created, send it to your client by following the steps here.

26. Download the invoice

You can also download a PDF of the invoice by clicking the PDF button at the top or bottom of the invoice editor:

PDF button

27. Select and edit PDF templates

You can select different PDF templates and edit them. Follow the steps here to learn how.

28. Automatic late payment reminders

Automatically send late payment reminders for unpaid invoices. Turn this on using the setting at the top of the editor:

Automatic late payment reminders


Done!

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

Try for yourself using the Invoice Editor.

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