1. Go to Invoices
Open the Money tile from your home dashboard or All Apps, then switch to the Invoices tab. You'll see a list of all your invoices with their statuses.
2. Click New Invoice
Hit New Invoice in the top-right corner. A blank invoice form opens, ready for you to fill in.
3. Select a Client
Search for and select the client this invoice is for. Their name, email, and contact info will be pulled in automatically from your CRM.
4. Add Line Items
Click Add Item to add each product or service. For each line item, enter:
- Description of the work or product
- Quantity
- Rate (price per unit)
The total calculates automatically as you add items. Add as many line items as you need.
5. Configure Tax
If applicable, set a tax rate for the invoice. You can apply tax to individual line items or the entire invoice. creavio calculates the tax amount automatically.
6. Set Payment Terms
Choose a due date for the invoice. You can also add notes or terms that appear on the invoice, such as late payment policies or session details.
7. Preview and Send
Click Preview to see exactly what your client will receive. When it looks right, hit Send. Your client gets a branded email with a link to view and pay the invoice online.
Tips
- Connect Stripe to accept online payments directly through your invoices.
- Use packages to create pre-built bundles that auto-populate line items.
- Track payment status from the Invoices list: draft, sent, viewed, paid, or overdue.