You can create a new invoice using the following steps in InvoiceOwl:
- Click Invoices in the left sidebar.
- Click the New Invoice button in the top right corner.
- Search for and select the client you want to invoice. You can also click + Add new client to create one on the spot.
- After selecting a client, the full invoice form opens. Fill in the details:
- Invoice Date and Payment Terms (which automatically sets the due date)
- Line Items -- type an item name to search your catalog or enter a new one. Each line item has a name, description, type (Parts, Labor, or Other), quantity, and rate.
- Deposit, Markup, and Discount fields are in the totals section below the line items.
- Notes for Client and Internal Notes in the right sidebar.
- Attachments -- upload files using the attachment area in the right sidebar.
- Payment Methods -- toggle Card and ACH/Bank payments on or off.
- Shipping -- enable shipping and enter fee, ship date, carrier, and tracking number.
- Contract & Signatures -- optionally select a contract template and configure signature requirements.
- Your invoice auto-saves as a draft while you work.
- When ready, click Send in the right sidebar to send it to your client, or click Done to keep it as a draft.
On the Mobile App
- Tap the Invoices tab at the bottom of your screen, then tap the + button in the top right corner. You can also tap the center + button on the tab bar and choose Invoice.
- Pick a client by searching or tapping a name from the list. Tap + Add new client if you need to create one first.
- Fill in your invoice details:
- Tap Add Item to add line items. Search your catalog or type a new item name.
- The date, payment terms, and due date are shown at the top -- tap any of them to change.
- Scroll down and tap More Options to add a deposit, markup, discount, notes, shipping, or contract template.
- Your invoice auto-saves as a draft while you work.
- When ready, tap Send to sign (if needed) and send the invoice to your client, or tap Save to keep it as a draft.