---
title: How to create an invoice?
description: How to easily create an invoice and ensure that all the necessary information is accurate and complete before sending it to your client.
---

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# How to create an invoice?

## How to easily create an invoice and ensure that all the necessary information is accurate and complete before sending it to your client.

To create an invoice, follow these step-by-step instructions:

1. Go to the "**Invoices**" tab in InvoiceQuick.  
   ![](https://knowledge.invoicequick.com/hs-fs/hubfs/image-png-Aug-01-2024-05-05-22-0614-PM.png?width=214&height=249&name=image-png-Aug-01-2024-05-05-22-0614-PM.png)
2. Click on the "**Add New**" button to start creating a new invoice.

![](https://knowledge.invoicequick.com/hs-fs/hubfs/image-png-Aug-01-2024-05-05-34-3585-PM.png?width=688&height=58&name=image-png-Aug-01-2024-05-05-34-3585-PM.png)

1. If the customer for whom you're creating the invoice is already in your **customer list**, select their name from the dropdown menu. If not, you can create a **new customer** by following the instructions provided in this [link](https://45134251.hs-sites.com/resource-hub/how-to-add-a-customer?hsLang=en).

![](https://knowledge.invoicequick.com/hs-fs/hubfs/image-png-Aug-01-2024-05-06-14-9403-PM.png?width=460&height=394&name=image-png-Aug-01-2024-05-06-14-9403-PM.png)

1. Fill in the necessary fields for the invoice, such as the **job description**, **product/service **details, **taxes**, **cost**, **quantity**, etc. You can add multiple line items to the invoice if needed.

![](https://knowledge.invoicequick.com/hs-fs/hubfs/image-png-Aug-01-2024-05-07-07-2086-PM.png?width=1125&height=767&name=image-png-Aug-01-2024-05-07-07-2086-PM.png)

 

Optionally, you can specify the payment terms and include any relevant notes for the client.

![](https://knowledge.invoicequick.com/hs-fs/hubfs/image-png-Aug-01-2024-05-07-54-8631-PM.png?width=829&height=450&name=image-png-Aug-01-2024-05-07-54-8631-PM.png)

 

Check the accepted payment methods, such as **Stripe** or **PayPal**, to indicate how the client can make the payment.

![](https://knowledge.invoicequick.com/hs-fs/hubfs/image-png-Aug-01-2024-05-08-12-6777-PM.png?width=1158&height=446&name=image-png-Aug-01-2024-05-08-12-6777-PM.png)

Once you are satisfied with the invoice details, you have a few options:

- - **Preview and send**: Review the invoice and send it directly to the client via email.

- - **Download**: Download the invoice as a PDF file to save or print.
    - **Save invoice**: Save the invoice without sending it immediately. You can later access it in the "**Invoices**" tab to send or make further edits.  
      ![](https://knowledge.invoicequick.com/hs-fs/hubfs/image-png-Aug-01-2024-05-08-51-0490-PM.png?width=328&height=460&name=image-png-Aug-01-2024-05-08-51-0490-PM.png)

 

- [Customers](https://knowledge.invoicequick.com/customers?hsLang=en#main-content)

    - [Payments](https://knowledge.invoicequick.com/customers?hsLang=en#payments)
- [Estimates](https://knowledge.invoicequick.com/estimates?hsLang=en)
- [Invoicing](https://knowledge.invoicequick.com/invoicing?hsLang=en)
- [Invoice settings](https://knowledge.invoicequick.com/invoice-settings?hsLang=en)
- [Dashboard](https://knowledge.invoicequick.com/dashboard?hsLang=en)
- [Settings](https://knowledge.invoicequick.com/settings?hsLang=en)
- [Common Questions](https://knowledge.invoicequick.com/common-questions?hsLang=en)
- [Invoice reminders](https://knowledge.invoicequick.com/invoice-reminders?hsLang=en)
- [Attachments](https://knowledge.invoicequick.com/attachments?hsLang=en)
- [Reports](https://knowledge.invoicequick.com/reports?hsLang=en#main-content)

    - [Total Invoiced](https://knowledge.invoicequick.com/reports?hsLang=en#total-invoiced)
    - [Profit and loss](https://knowledge.invoicequick.com/reports?hsLang=en#profit-and-loss)
    - [Revenue by client](https://knowledge.invoicequick.com/reports?hsLang=en#revenue-by-client)
    - [Customer Statements](https://knowledge.invoicequick.com/reports?hsLang=en#customer-statements)
- [Billing](https://knowledge.invoicequick.com/billing?hsLang=en)
- [Transactions](https://knowledge.invoicequick.com/transactions?hsLang=en)
- [Expenses](https://knowledge.invoicequick.com/expenses?hsLang=en)
- [Recurring invoices](https://knowledge.invoicequick.com/recurring-invoices?hsLang=en)
- [Account Settings](https://knowledge.invoicequick.com/account-settings?hsLang=en)
- [Accounting](https://knowledge.invoicequick.com/accounting?hsLang=en)
- [Import and Export](https://knowledge.invoicequick.com/import-and-export?hsLang=en)
- [Items and Tasks](https://knowledge.invoicequick.com/items-and-tasks?hsLang=en)
- [Email](https://knowledge.invoicequick.com/email?hsLang=en)

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