Creating your first invoice

1 Create a new invoice

Select 'Create your first invoice' on the Overview screen. You'll then see the 'New Blank Invoice Template' page.

Choose a client to invoice

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

Learn more about contacts.

You can link the invoice to a project if you like, but that's optional.

Learn more about projects.

Assign an invoice reference number

FreeAgent automatically gives your invoice a default reference number.

Learn more about how invoice numbering works.

Enter the invoice date and set your payment terms

Learn more about currency settings.

Additional information

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

Select 'More Options' to show additional settings

Here's you'll find other invoice settings such as automated invoice emails, reminders and discounts.

Finally select 'Create New Invoice'

This automatically saves, creates and shows you a preview of your new invoice.

2 Add some items to your invoice

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

Set quantity and unit

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

Add item details

Enter the price per unit price

Choose an income category

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

'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'.

3 Send the 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.