Create and Send an Invoice.
Step-by-step guide to creating a draft invoice, adding line items, finalizing it, and sending it to your customer by email.
Create and Send an Invoice
For: business owners sending their first invoice. What you need: at least one customer and your company details in Settings.
1. Start a new draft
Go to Sales > Invoices and click New Invoice. You land on the invoice editor.
2. Set the header
- Customer: select from the dropdown or start typing to search.
- Currency: defaults to your company's configured currency. Changes lock once you add line items.
- Issue date: defaults to today.
- Due date: prefilled from your default payment terms in Settings > Invoicing. You can change it.
3. Add line items
Click Add line to add a row. For each line item:
- Type a description or search your item catalog. Selecting a catalog item prefills the price and tax rate.
- Set the quantity and unit type.
- Set the unit price (excluding tax).
- Choose a tax rate from the dropdown.
- Optional: add a discount (percentage or fixed amount).
Add as many lines as you need. The totals panel updates as you edit.
4. Review totals
Check the subtotal, discount total, tax breakdown by rate, and grand total in the totals panel on the right.
5. Save as draft
Click Save draft to save the invoice. It stays in draft status with no document number assigned yet. You can come back and edit it.
6. Finalize
When the invoice is ready, click Finalize. This assigns a permanent document number from your configured sequence (for example, INV-2026-0001) and generates the PDF.
Once finalized, the document number is immutable. You cannot change line items or amounts on a finalized invoice.
7. Send by email
After finalizing, InvoiceScript opens the email send dialog. Select recipients from the customer's contacts, adjust the subject and message if needed, and preview the email. Click Send.
InvoiceScript attaches the PDF to the email and logs the send event in the invoice's communication thread.
What can go wrong
- No customer selected. The invoice cannot be saved without a customer.
- No line items. An invoice needs at least one line item.
- Email delivery fails. Check your email delivery configuration in the
.envfile (SMTP host/port or Resend API key). The failure is logged in the communication thread.
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