How to get here
Click Invoice in the left-hand menu.
Click + New invoice in the top right corner.
You are now on the Create Invoice screen.
1. Check the From address
The From section is pre-filled with your location's details: name, email, address, and VAT number. These come from your location settings — you normally do not need to change them here. If the details are wrong, update them in your Location Settings.
2. Select who to invoice (To)
Click the Invoice to field and search for the member or contact you want to invoice. This field is required — you cannot create an invoice without a recipient.
Note: If your account is not on a Standard plan, the system automatically defaults to the Cashier user.
3. Set the status
Use the Status dropdown to choose the invoice status. The default is Paid, which records the invoice as already paid. Other options (Pending, Overdue) let you send the invoice and wait for payment.
4. Choose a payment method
Select how the customer pays from the Payment method dropdown. The default is Card. Other options depend on your setup.
5. Set the dates
Creation date — The date the invoice is issued. Defaults to today.
Due date — The payment deadline. Defaults to 8 days from today. Must be later than the creation date.
6. Add invoice lines (items)
This is where you list what the customer is being charged for. Each line represents one product or service.
Name — Required. The name of the item (e.g. "Monthly membership").
Description — Required. A short description (e.g. "January 2026 membership fee").
Quantity — Required. Must be at least 1.
Price incl. VAT — Required. The price per unit including VAT.
Price excl. VAT — Required. The price per unit excluding VAT.
Tax rate — Required. Select from the dropdown.
Discount — Optional. An amount or percentage.
Click Add item to add a new line. Click the delete icon to remove a line. The system calculates totals automatically.
7. Review the totals
At the bottom you see Subtotal, VAT, Discount, and Total. Double-check these figures before saving.
8. Save
Click Create & pay if the status is Paid.
Click Create & send if the status is anything else.
You are redirected to the invoice list and see the confirmation "Invoice created and sent!".