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Your First Invoice in 5 Minutes ​

This guide walks you through creating and sending your first invoice in Daybook. No prior setup required.

Before You Start ​

You'll need:

Step 1: Add Your Client ​

  1. From the dashboard, click Clients in the sidebar
  2. Click Add Client
  3. Enter the client's name and email address
  4. Click Save

Quick Add

You can also add a client directly while creating an invoice. Just click "Add new client" in the client dropdown.

Step 2: Create the Invoice ​

  1. Click Invoices in the sidebar
  2. Click New Invoice
  3. Select your client from the dropdown
  4. Add line items:
    • Description: What you're billing for (e.g., "Website Design")
    • Quantity: Number of units
    • Rate: Price per unit
  5. Set the Due Date (default is 30 days)

Step 3: Add Tax (Optional) ​

If you need to charge tax:

  1. Click Add Tax below the line items
  2. Select your tax rate (or set up custom rates)
  3. The tax will calculate automatically

Step 4: Send the Invoice ​

  1. Review the invoice preview on the right
  2. Click Send Invoice
  3. Your client will receive an email with a link to view and pay

Payment Link

The email includes a secure payment link. Customers can pay by credit card or bank transfer without creating an account.

What Happens Next ​

  • Immediately: Your client receives the invoice by email
  • When they pay: You get a notification and the invoice is marked as paid
  • Funds arrival: Money arrives in your bank account in 2-3 business days (Stripe)

Common Questions ​

Can I customize the invoice design? ​

Yes. Go to Settings → Invoice Settings to:

  • Add your logo
  • Set default payment terms
  • Customize the invoice number format

What if my client doesn't have email? ​

You can share the invoice link directly. See Sending Invoice Without Email.

How do I record a cash payment? ​

If your client pays by cash or check, see Marking Paid (Cash/Check).

Next Steps ​

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