Creating Invoices

Learn how to create professional invoices in Daybook.

Creating a New Invoice

1. Click Invoices in the sidebar
2. Click New Invoice
3. Select a client (or add a new one)
4. Add line items
5. Review and send

Line Items

Each line item includes:

• Description: What you're billing for
• Quantity: Number of units (hours, items, etc.)
• Rate: Price per unit
• Amount: Calculated automatically (Quantity × Rate)

Adding Multiple Items

Click Add Line Item to add more items. Drag items to reorder them.

Discounts

To add a discount:

1. Click Add Discount
2. Choose percentage or fixed amount
3. The discount appears before tax

Tax

Click Add Tax to apply your configured tax rates. See Tax Rates in Canada for setup instructions.

Due Dates

Set when payment is expected:

• Due on Receipt: Payment due immediately
• Net 15: Due in 15 days
• Net 30: Due in 30 days (default)
• Custom: Choose any date

Notes and Terms

• Notes: Visible to customer (thank you message, project details)
• Terms: Payment terms, late fees, etc.

Saving vs Sending

• Save as Draft: Saves without sending to client
• Send Invoice: Emails invoice to client immediately

Next Steps

• Your first invoice in 5 minutes
• Tax rates setup
• How customers pay