Creating your first invoice

Use FreeAgent to create professional invoices to send to your clients. Here's a quick start guide to creating your first invoice.

Creating a new invoice

Choose the ‘Create my first invoice’ option from the overview screen. This will bring up a ‘New Blank Invoice’.

1. Choose a client to invoice

Select from your existing contacts or ‘add a new contact’ for your invoice.

Learn more about contacts.

2. Link the invoice to a project - optional

Learn more about projects.

3. Assign an invoice reference number 

FreeAgent automatically gives your invoice a default reference number.

Learn more about how invoice numbering works.

4. Enter the invoice date and set your payment terms

Learn more about currency settings.

5. Add any additional information

This appears on your invoice so don't put anything here that you don't want your client to see!

6. Advanced - ‘More Options’

Select ‘More Options’ for additional invoice settings such as automated invoice emails.

7. Select ‘Create New Invoice’

This automatically saves and create your new invoice. You'll then see the newly created invoice.

Changing your invoice theme

FreeAgent has a selection of invoice themes for you to choose from. Select the ‘More’ button and choose ‘Change Theme’ to see these.

Select a new theme from the available options to apply this to your new invoice.

Any theme you choose here will only apply to this one invoice. If you want to change the theme of all your future invoices, please choose a theme from our theme gallery.

Adding items to your invoice

Select the "Add an Invoice Item" button. This will bring up the ‘New Invoice Item’ screen.

1. Set quantity and unit

There is a "No Unit" option which will leave this column blank if required.

2. Add item details

3. Enter the price per unit price

4. Choose an income category

Choose which category in your accounts you want this item to appear in.

5. Check VAT setting (if you are VAT registered)

6. ‘Create and Finish’ or ‘Create and Add Another’

If this is the only item you need to add to your invoice, then select ‘Create and Finish’. If you're going to need to add more items, select ‘Create and Add Another’.

Sending your new invoice

You’ve now created a new invoice and added some invoice items. You can choose to save the invoice as a .pdf for printing or for sending as an e-mail attachment. 

Alternatively, you can send it by e-mail directly from within FreeAgent.

Learn more about invoicing

To learn more about invoicing functionality and features in FreeAgent please see the following articles:

• Creating invoices
• Adding figures and items to invoices
• Sending invoices