When you send an invoice to a client, you want to make an impression. The invoice needs to look great, and it must provide all the invoicing information in a clear-cut, professional and accessible way. Helping you to create fantastic invoices is what we do at Invoice Ninja. And, best of all, the process of creating invoices is simple, straightforward and fast. All it takes is a few steps, and you're done.

Steps:

First up, you’ll need to create a new invoice. There are four ways you can do it.

  1. Click the New Invoice button. You can do that from anywhere in your account. Go to the main sidebar menu, locate the Invoices tab, and click the + sign.
  2. Create a new invoice from the Invoices list page. Click the New Invoice button at the top right of the page.
  3. Go to the Client Overview page of the specific client. Click the Invoices tab, then click the blue New Invoice button that appears above right of the invoices list.
  4. Go to the Client Overview page, and click the arrow on the blue View Statement button at the top right of the page. Select New Invoice from the drop down menu.

Congrats! You’ve created the invoice. Now you can choose to add optional info.

  • The Invoice Date will appear by default as today’s date, but you can change it to another date.
  • Do you want to create a ‘Due Date’? If you have pre-defined payment terms, the Due Date will be calculated and inserted automatically. Or you can enter the due date manually. A due date is not a mandatory field, so you can choose to leave it blank.
  • Do you need to enter a Purchase Order number, Partial payment or Discount rate? Do it now in the top section. These are not mandatory fields. If you leave them blank, they won’t appear on the invoice at all.

Ok, now we’ll add the products and/or services you’re billing your clients.

  • If you are billing for an item from your Product Library, choose it from the drop down menu of the Item line. If you have pre-defined the Description and Unit Cost for the item, they will appear automatically.
  • If you don’t have a Product Library setup, you can just type any description for the product/service.
  • Enter the Unit Cost &┬áthe number of units in the Quantity column. The Line Total will calculate automatically.
  • Complete all the line items you need. There’s no limit!
  • If desired you can add Terms, Footer and attach any necessary documents (if you have pre-defined default terms, footer or attachments, they will already appear. But you can always change them if you need to.)

That’s it! You’re done. Wait, one last thing!

  • Click Save! Either “Save Draft” for later, or “Email Invoice” to send it right now.

Thanks for Watching.

Let us know if we can answer any questions or comments!

Get Support