How to make your first invoice

Steps

1. Open the invoice generator. The invoice is a live page, so you click any text on it to edit it.
2. Choose your trade from Pick your trade if you want starting lines. Skip it and you get one empty line.
3. Click the business name, email and address and type over them. Do the same for the client under Bill to.
4. Fill in the first line: description, quantity and rate. Select Add line item for each extra line.
5. Check the Details block: issue date, due date and terms. Choosing a Net term, such as Net 30, also sets the due date.
6. Select Review & Export. On a phone the button reads Export. The Final check lists what is missing, for example “Add your business name” or “Add at least one line item with a price”. Select an item to jump to it.
7. Choose Download PDF.

Where your work is kept

Under the document the page says Private. Saved only on this device. Nothing leaves your browser unless you sign in to save, send a tracked link or use the optional AI helper.

An unsaved draft lives in your browser, so clearing this site’s data can remove it. If you want a copy in your account, sign in and select Save.

Common problems

• Download PDF did nothing.

  See download does not start.

• My invoice was gone when I came back.

  See my unsaved invoice disappeared.