How to create and send an invoice

You can make an invoice from an existing order, or start from a blank one. Either way the steps are the same.

Create the invoice

1. Open an order and choose to create an invoice, or start a new invoice from scratch.
2. Check the client and add your items with a quantity and a price.
3. Add a discount or tax if you need to. The totals update as you type.
4. Set the invoice date and the due date.

Choose a template

FreelanceDesk has many invoice templates, from clean and professional to bold and colourful. Tap a template to select it and use Preview this template to see exactly how your invoice will look before you create the PDF.

Add your logo and signature

Your logo comes from your business profile. You can also attach a saved signature to the invoice. See the guide on templates, logo and signature.

Share it

Create the PDF, then share it with any app on your phone, such as WhatsApp or email. In your invoice list you can open an invoice again, preview it, share it, mark it as sent or paid, or delete it.

Tips

• Use clear item descriptions, so clients don't have to ask what they are paying for.
• Put the due date on every invoice.
• Keep your bank details in your business profile so they appear automatically.