Home / How to Create an Invoice: Step-by-Step Guide

How to create an invoice with InvoiceCreateAI

Prepare an invoice for a client by entering your business details, adding each product or service, and checking the balance due. You can try the editor without paying; sign in to save your documents.

1. Set up your business profile

Open Business Profile and enter the business name, contact details, address and payment instructions you want customers to see. Add your tax identifier only if it applies to your business. Save the profile before creating documents.

2. Start a fresh invoice

Choose + Blank Invoice to create a new document. Enter a unique invoice number, issue date and due date, then add the customer name and contact details. To change an existing invoice, open that saved document from Invoices & Tracker instead.

3. Add products or services one line at a time

Each line has a description, quantity and unit price. Use + Add Product / Service Line for another item. Enter the price for one unit; the line total is quantity multiplied by unit price.

The subtotal is ₹430. With no discount, no tax and no advance payment, the balance due is ₹430.

4. Review discount, tax and payments received

Apply only the tax rate appropriate for your transaction. InvoiceCreateAI calculates the discount first, then calculates tax on the discounted subtotal. Record only money already received in Advance / Partial Paid; a promise of an advance is not a received payment.

For example, a ₹430 subtotal with a 10% discount becomes ₹387. At an 18% tax rate, tax is ₹69.66 and the total is ₹456.66. If ₹100 has been received, the remaining balance is ₹356.66. This is a calculation example, not tax advice.

5. Save and check the invoice

Choose Save New Document or Update Existing Document and wait for the cloud status to confirm the save. Unsaved editor changes can be lost when leaving the page. Invoices & Tracker lets you reopen saved documents and record payment status. Status labels are manual records, rather than confirmation from a bank or the customer.

6. Print or save a PDF

Choose Download / Print PDF. In the browser print dialog, select Save as PDF if your device offers it. Check the print preview before saving. WhatsApp and email controls prepare a message in your chosen app; review it and send it yourself. Attach the saved PDF in that app when needed.

Quotation or invoice?

A quotation presents proposed products, services and prices before the work is agreed. An invoice requests payment for the agreed sale or service. Start a quotation when you are preparing an estimate, then use Convert to Invoice when appropriate. Check the number, dates and terms after conversion.

Which plan do I need?

Free includes up to five invoices per calendar month (UTC). Starter costs USD $5 per month plus applicable tax and includes unlimited invoices and quotations while paid access is valid. Read the pricing page and renewal, cancellation and refund terms before upgrading.

Create an invoice

Need help? Contact InvoiceCreateAI support.