Create an Invoice

Prerequisites

• At least one customer in your account

Step-by-Step Instructions

1. Go to Invoices from the left sidebar
2. Click + New Invoice
3. Select a customer
4. Add line items:
   • Click Add Line Item
   • Enter description
   • Enter quantity
   • Enter unit price
5. Set tax rate (if applicable)
6. Click Save Invoice

Expected Behavior

• Invoice is created in "Draft" status
• Invoice number is assigned automatically
• Totals calculate automatically

Common Mistakes

• Wrong customer selected - verify before adding items
• Missing line items - invoice must have at least one item