Guide 1
What every invoice needs
Your business details, client details, invoice number, date, line items with rates, tax if needed, and a clear balance due. Keep payment terms short and visible.
Resources
Invoicing Guides
Practical tips so your PDF looks sharp and gets paid.
Guide 2
Write cleaner line items
Name the work plainly, add a short description only when it helps, and keep quantity × rate honest. Clients pay faster when they understand the bill at a glance.
Guide 3
Tax, discount, shipping
Turn on only what applies. Percent tax is common for services; flat shipping works for physical delivery. Show the math so the PDF stays trustworthy.
Guide 4
Send and keep records
Download the PDF for your books, then Save Draft or Save & Send. History keeps recent work — sign in if you want cloud backups across devices.