How to make and send invoices Start with choosing an invoice template or creating your own from scratch. Customize and bring your brand to life with images, logos, and elements. Add billing details and share with clients via a secure link or download as a print-ready PDF.
Set up formatting. The first step in making any invoice is to set up how it will look. Add your business information. Enter your client's information. Add an invoice number and date. Specify a payment due date. List products and services provided (line items) ... Calculate the total amount due. Outline your terms and conditions.
Navigate to the client's Billing page. Select New > Invoice. Click Create Blank Invoice.