Send your first invoice

You can send an invoice as soon as you’ve signed up. Northwind fills in your company details and the next invoice number for you.

Step 1: Start a new invoice

On the dashboard, click New invoice.

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Step 2: Choose the customer

Pick who you’re billing from the Customer list. New customers can be added straight from the list.

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Step 3: Set the due date

Choose when the invoice is due. 30 days is the default; you can pick a date or another term.

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Step 4: Add what you’re billing for

Click Add item for each product or service, with a quantity and a price. Northwind adds up the total.

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Step 5: Send it

Click Send invoice. Your customer gets an email with a link to view and pay it online.

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Tip: Not ready to send? Click Save draft and finish it later from Invoices → Drafts.