Create your first invoice with Invoicely

Create Your First Invoice

Welcome to Invoicely, the simple and powerful invoicing platform designed for freelancers, small businesses, and entrepreneurs. In this guide, we'll walk you through the process of creating your first professional invoice in just a few minutes.

What is Invoicely?

Invoicely is a user-friendly invoicing solution that helps you create, send, and manage invoices effortlessly. With our intuitive interface, customizable templates, and powerful features, you can:

• Create professional invoices in minutes
• Track payments and outstanding balances
• Manage client information
• Generate financial reports
• Accept online payments
• Send automated reminders

Whether you're a freelancer, consultant, or small business owner, Invoicely streamlines your billing process so you can focus on what matters most—growing your business.

Getting Started

Step 1: Visit the create invoice page

If you are first time user, click here to create your first invoice.

Step 2: Set Up Your Company Information

1. Click on Company Details tab
2. Add your company name, address, and contact information
3. Upload your company logo & signature
4. You can also add your company other information like tax information, bank information, etc.
5. Just click on add company field to add more information

Step 3: Setup your client information

1. Click on Client Details tab
2. Add your client's name, email, billing address, and any additional contact information
3. Just click on add client field to add more information

Step 4: Add items to your invoice

1. Click on Items tab
2. Add your items name, description, quantity, unit price.
3. Just click on add item field to add more information

Step 5: Add notes and terms

1. Click on Notes & Terms tab
2. Add your notes and terms
3. Just click on add note field to add more information

Step 6: Filling Billing Information & Tax Information

1. Click on Invoice Details tab
2. Select your preferred currency
3. Write down your payment terms agreed with your client
4. Add a new field under billing details tab

Step 7: Preview and finalize your invoice

1. Click on download button at the top right corner
2. You can view preview of your invoice before downloading
3. You can download your invoice as PDF or save it as PNG image

Pro Tips for Effective Invoicing

To make the most of Invoicely:

• Use consistent numbering: Develop a logical invoice numbering system
• Set clear payment terms: Clearly state your expectations for payment
• Personalize your invoices: Add your logo and use your brand colors
• Be specific with descriptions: Provide detailed item descriptions
• Send invoices promptly: The sooner you invoice, the sooner you get paid

Ready to Create More Invoices?

Congratulations on creating your first invoice with Invoicely! As you continue using our platform, you'll discover more advanced features like recurring invoices, expense tracking, and comprehensive financial reports.

Happy invoicing!