Step 1: Creating Your First Invoice

Navigate to Invoice Creation

Log into your Invoicely dashboard
Click on "Invoices" in the left sidebar
Click the "New Invoice" button (top right)
You'll see the invoice creation form with all the fields you need

Step 2: Setting Up Invoice Details

Basic Invoice Information

Invoice Number

Invoicely automatically generates sequential invoice numbers (INV-001, INV-002, etc.). You can also customize the format in Settings.

Client Selection

Choose from your existing clients or add a new one. The client's details will auto-populate on the invoice.

Issue & Due Dates

Set the invoice issue date and due date. Invoicely can calculate due dates automatically based on your payment terms.

Income Category

Select the appropriate income category for this invoice. This helps with financial reporting and tax preparation.

Step 3: Adding Line Items

Invoicely makes it easy to add products or services to your invoice:

Product Selection: Search and select from your existing products, or add new ones on the fly
Quantity & Rate: Enter the quantity and unit rate - totals are calculated automatically
Description: Add detailed descriptions for each line item
Multiple Items: Click "Add Item" to include multiple products/services

Pro Tip: Product Database

Save time by building your product database. Go to Products → Add Product to create reusable items with preset prices and descriptions.

Step 4: Customizing Your Invoice Template

Professional Branding Options

Currency Settings

Invoicely supports 33+ currencies. Set your default currency in Settings, or choose different currencies per invoice for international clients.

Notes & Terms

Add payment terms, notes, or special instructions at the bottom of your invoice.

Step 5: Payment Integration Setup

Enable Online Payments

Invoicely integrates with Stripe and PayPal for seamless payment processing:

Stripe Integration

Go to Settings → Payment Processing
Enter your Stripe API keys
Payment links are automatically added to invoices
Payments are tracked and invoices updated automatically

PayPal Integration

Configure PayPal credentials in Settings
Clients can pay via PayPal directly from invoices
Real-time payment notifications
Automatic reconciliation with your records

Step 6: Generating and Sending Invoices

Preview

Click "Preview" to see exactly how your invoice will look before sending

Download PDF

Generate a professional PDF invoice for your records or manual sending

Email Direct

Send invoices directly to clients via email with payment links included

Step 7: Tracking and Management

Invoice Status Tracking

Draft

Invoice is being prepared but not yet sent

Sent

Invoice has been emailed to the client

Paid

Payment has been received and confirmed

Overdue

Payment is past due date - automated reminders can be sent

Advanced Features

Recurring Invoices

Set up automatic recurring invoices for subscription or regular services:

Choose frequency (weekly, monthly, quarterly, annually)
Set start and end dates
Automatic generation and sending
Client notifications

Automated Reminders

Configure automatic payment reminders:

Reminder before due date
Overdue payment notifications
Custom email templates
Escalation sequences

Multi-Currency Support

Handle international clients effortlessly:

33+ supported currencies
Automatic exchange rate updates
Currency-specific formatting
Multi-currency reporting

Ready to Create Professional Invoices?

Start using Invoicely's powerful invoice management system today - completely free with all features included.

Create Your First Invoice

How to Create Professional Invoices with Invoicely's Free Template System