Invoicing
How to Create and Send an Invoice
3 min read
On the web app (app.spendflow.ca), the Invoicing add-on turns SpendFlow into a simple invoicing tool. Invoicing appears in the sidebar once it is on.
Step by step
- 1
Start a new invoice
Open Invoicing → Invoices and click New invoice. If you own more than one company, check the Company at the top first.
- 2
Pick the customer
Click Select customer, or search in the Customer field. You can add a new customer from there. Set the Invoice date, Due date and Currency.
- 3
Add lines
Under Lines, search Add from inventory to pull in items from your catalog, or click Add another line. Set the quantity and price, then use Edit taxes on a line to choose which taxes apply to it.
No tax rates yet? The editor links to settings where you can add them.
- 4
Save it
Click Save & mark sent when it is ready to go, or Save draft to finish later. The invoice is numbered when saved.
- 5
Send it
Open the invoice and click Send to client. Check To, add a Cc if you want, edit the Message and click Send invoice. Choose View PDF to download the file or Copy share link.
Needs the Invoicing add-on, and works on the web only. Editing an invoice after it was sent shows Send again.