How to Create Invoices Using Sole Invoice

Getting Started with Invoices

Learn how to create a professional invoice step-by-step with our comprehensive guide. To create an invoice, you will need to have already created a client in Sole Invoice. If you haven't done so yet, visit the client page and create a new client before proceeding.

How to Create an Invoice Using Sole Invoice

Open the Invoice Form

To create an invoice, navigate to the "Invoices" page by clicking on "Invoices" in the sidebar. Once on the Invoices page click the "Create Invoice" button located at the top right corner of the page. This will open the invoice creation form.

Selecting a Client

Get started by selecting a client from the dropdown menu, only active clients will be shown. Once the client is selected any un-invoiced work recorded in Sole Invoice will be shown to you, so you are able to quickly add it to the invoice. Don't worry if you have not recorded any work, we can always add line items manually.

Entering Line Items

Select "Add Line Item" to manually enter a line item name, price and quantity to include it on the invoice. In the example below we have added a line item for "Website Design" with a quantity of 1 and a price of $500.

Entering Costs

Costs are a feature of Sole Invoice that allow for fixed or percentage-based fees to be added when required. Costs can be setup in the "Costs" page found in the sidebar. Once created costs can be applied to any invoice. To apply a cost simply select the checkbox next to the cost(s) you wish to apply. In the example below we have added a percentage-based cost of 10% for "Management Fee".

Setting Due Date

The due date will be prefilled with the default payment terms set in your client settings. If you wish to change the due date for this invoice, simply click on the custom due date field and select a new date from the calendar.

Creating the Invoice

Now that all information has been entered, we can create the invoice by clicking the "Create Invoice" button. Once an invoice is created it is unable to be edited. This ensures that only finalised invoices are sent to clients. Any invoice adjustment after creation will require either deleting and re-creating the invoice or creating another one. Draft invoices are also able to be created, if you wish to save an invoice for later editing before finalising it. Draft invoices cannot be downloaded or sent to clients until they are published.

Send the Invoice

Once the invoice is created you will be taken to the invoice details page. From here you can download the invoice to send to your client, or if you wish you can send the invoice directly via email using Sole Invoice's built-in email functionality. If you have sent the invoice to the client, it's a good idea to mark it as sent by clicking the "Mark as Sent" button. Once paid the invoice can also be marked as paid by clicking the "Mark as Paid" button.

Further Reading

Looking for more information on managing invoices? Check out our other blog posts on creating costs and editing invoices.

• How to Create Costs
• How to Edit Invoices

If you have any questions or need further assistance, feel free to reach out to our support team on hello@soleinvoice.com.au.