Creating Your First Invoice

Get paid faster with clear, professional invoices. Officaid handles the formatting and calculations so you can focus on the details that matter: what you're billing for and who's paying.

Before You Begin

Make sure you have the following set up in your Officaid account:

• At least one customer added to your contacts
• Your business details configured in Settings
• Your preferred tax rates (if applicable)

1. Create a New Invoice

1. 1 Navigate to Finance → Invoices in the main menu.
2. 2 Click the + Add New Invoice button in the top right corner.
3. 3 Select your Client from the dropdown list. If you need to update their address, click Edit Client Details.

2. Add Line Items and Tax

Define the services or products you are billing for:

1. 1 Enter the Item description, Quantity, and Rate.
2. 2 Turn on the Taxable switch if this item requires tax.
3. 3 Turn on the Tax included switch if the price you entered already includes tax.
4. 4 Select the appropriate tax rate from the dropdown menu.

3. Finalize and Save

1. 1 Select the Payment Account to specify where funds should be deposited.
2. 2 Apply any Discounts or add Notes as needed.
3. 3 Click Save as Draft or Add Invoice to complete the process.

Understanding Extra Fields

You may use these optional fields at the bottom of the invoice form:

• Internal Notes (Hidden): Private remarks for your team. The customer will not see this.
• Note to Customer: A public message, such as payment instructions or a thank-you note.

Frequently Asked Questions

What's Next?

Now that your invoice is ready, explore these related guides:

• Duplicating an Invoice – Save time by copying existing invoices
• Understanding Invoice Statuses – Track where each invoice stands
• Recording a Payment – Mark invoices as paid when you receive funds