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Creating an invoice

To create a new invoice, go to Invoices in the sidebar and click + Create Invoice, or use the global + Create button at the top of the page.

The invoice list with the Create Invoice button

Choose a client​

The first step is selecting who the invoice is for. SolidInvoice offers two modes:

  • Existing — choose a client already in your contacts list from the dropdown.
  • NewClient — create a new client on the spot by entering their name, contact name, and email address. The new client is saved to your contacts automatically.

The create invoice form with NewClient mode selected, showing Client Name, First Name, Last Name, and Email fields

Invoice details​

With the client set, fill in the invoice header fields:

FieldRequiredDescription
Invoice dateYesThe date the invoice is issued. Defaults to today.
Due DateNoThe date payment is due. Leave blank if there is no fixed deadline.
Invoice #AutoAuto-generated from your ID settings. Click the pencil icon to change it for this invoice.
DiscountNoAn invoice-wide discount — enter a value and choose % for a percentage or your currency symbol for a fixed amount.

The create invoice form showing the header fields and an empty line items section

Line items​

Every invoice needs at least one line item. The form starts with one blank row; click + Add Item to add more.

Each line item has four fields:

FieldDescription
DescriptionWhat the service or product is. Supports multiple lines.
PriceThe unit price.
QtyThe quantity. Defaults to 1.
TaxAn optional tax rate to apply to this line. Tax rates are managed in System → Taxes.

The Total column and the Summary panel on the right update in real time as you type.

info

Tax is applied per line item, not to the invoice as a whole. Different lines can carry different tax rates.

Terms and notes​

Click Terms & Notes at the bottom of the form to expand this optional section.

The Terms & Notes section expanded, showing Terms and Notes text areas

  • Terms — payment terms or conditions. This text appears on the invoice and is visible to the client.
  • Notes — internal notes for your own records. Notes are not visible to the client and do not appear on the invoice or PDF.

Saving the invoice​

Click the dropdown arrow next to Save as Draft to see all save options:

The save dropdown showing Save as Draft, Publish, and Save and Send options

OptionWhat it does
Save as DraftSaves the invoice without sending it. Status is set to Draft. You can edit and publish it later.
PublishSaves and marks the invoice as Pending, ready to be paid. Does not send an email.
Save and SendSaves, marks as Pending, and immediately emails the invoice to all contacts on the client.
tip

Use Save as Draft while you're still working on an invoice. Use Publish or Save and Send when it's ready for the client.