Open Invoice Fly.

Tap the Create New Invoice button in the center of the screen.

A new invoice template will appear, ready for customization.

Tap on the Add Client button.

You can select an existing client from your client list or add a new client by tapping the Add Client button at the bottom of the screen.

Fill in the client's details such as name, email, phone number, and address. Once done, tap Save to add the client to the invoice.

Tap on the Add Item button.

You can select an existing item from your item list or add a new item by filling in the item details such as name, description, price, and quantity. You can also add tax information if applicable. Once done, tap Save button at the top right corner of the screen.

Once these necessary fields are filled in, the "Save" button in the top right corner will turn blue, indicating that you can now save the invoice.

Tap on the invoice header to edit fields such as invoice number, date of issue, and due date.

You can also add a purchase order (PO) number and a headline if needed.

Tap on the Discount button located above the tax section.

Choose the type of discount you want to apply: percentage or fixed amount.

Enter the discount value and it will be automatically applied to the invoice total.

Tap on the tax section of the invoice.

You can apply tax per item or on the total invoice amount. Ensure you have configured your tax settings in the app.

Enter the tax rate and it will be calculated and added to the invoice total.

Tap the "Add Payment" button.

Input the amount that has already been paid by the client.

Select the payment method used (e.g., credit card, bank transfer, cash).

Choose the date the payment was received.

Use the provided space to add any additional notes or details related to the payment (e.g., transaction ID, partial payment).

Once all payment details are entered, tap the "Save" button. The payment will be recorded, and the invoice will be updated to reflect the received amount and its payment status.

If the entire invoice has been paid, you can toggle the "Mark as Paid" option to indicate that the invoice is fully settled.

Scroll to the bottom of the invoice.

Tap on the Notes section and enter any additional information or instructions you want to include for your client.

Once you have added all the necessary details and customized the invoice fields, tap Save to save the invoice.

You will be redirected to the Preview Invoice screen where you can review the invoice details and make any final adjustments.