How to Create an Invoice

Learn how to create and customize invoices for your customers in just a few steps.

Duplicating an Invoice

Save time by copying an existing invoice to quickly bill the same client with similar details.

Understanding Invoice Statuses

Learn what Draft, Due, Overdue, Partial Payment, and Paid mean for your invoices.

Sending an Invoice

Email invoices to your clients directly from Officaid with the PDF attached automatically.

Recording a Payment

Track client payments in Officaid to know exactly what's been paid and what's still outstanding.

Adding a Credit Note

Issue credit notes in Officaid to adjust invoices for refunds, discounts, or complimentary services.

Writing Off an Invoice

Record uncollected payments and keep your financial records accurate with Officaid.

Invoicing in Multiple Currencies

Create invoices and record payments in any currency with Officaid.

Tax Invoice

Understand when Officaid labels your invoice as a Tax Invoice and why it matters for compliance.

Downloading and Exporting Invoices

Download single invoices or bulk export your invoice data as PDF or Excel with Officaid.