Build an invoice with your details, a customer, and a product, preview it, and send it by email or text.
Click Search at the top of your screen and type Invoices, then open Invoices & Estimates and click + New, then New Invoice. Click a step to see what to do.
Click the From block to edit your business name and address. Click the logo area to pick or upload an image from your media library.
Click the customer field and choose a contact. The invoice is tied to a real contact record. The invoice number fills in for you.
Check the issue date and change the due date to match your terms, like in 14 days or in 30.
Click Add Product and pick a saved one. No product yet? Choose + Create Product, add a name and price, and save. Change the quantity for this invoice if needed.
Click Save to keep it as a draft. Then click the three dots next to Save and choose Preview to see the real layout in a new tab.
Click Send. Choose Email & Text, Email, or Text, pick a message template, and send. The status on your list changes to Sent.
The Send box gives you three choices.
Pick this when you want a paper trail.
Pick this for a quick nudge that is hard to miss.
Pick this when you want the best chance it gets seen.
Tap any term to expand it.
Finish these before moving to the next lesson. They only take a few minutes.
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Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.
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What does clicking Save do to a new invoice?
Where do you see the exact layout your customer will see?
Click the ____ block to edit your business name and address.
After you send an invoice, its status changes to ____.
Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.
That is a real invoice, built and sent. Build a practice one in your own account today. Next, you will add taxes and discounts.