Before you start. Line items come from your catalog, so add your client under Clients and the products or services you sell under Items first.
Steps
- Start a new invoice
On a phone, tap + on the Invoices screen or New invoice on a client's page. On a computer, use the New invoice button in the sidebar.
- Choose the client and the schedule
Select the client. The invoice switches to the currency saved on that client — you can still pick another. Check the issue date, then choose payment terms: On receipt, Net 14, Net 30 or Custom. The due date and the invoice number are filled in for you.
- Add the line items
Tap Add item, select a product or service from your catalog, and adjust the description, quantity and rate if this job is different. Add as many lines as you need.
- Set tax and discount
The tax rate starts at your default from Settings. Change it if this invoice needs another rate, and add a discount as a percentage or a flat amount.
- Review and save
Check the total on the review step — or in the live summary on a larger screen — and save. The invoice appears in your list with its number, ready to send.
Good to know
- On a phone the builder is three steps: Client & schedule, Line items and Review & save. On a larger screen it is one form.
- Your work is saved on the device as you type. If you leave halfway, Payverly offers to restore the draft next time.
- The defaults — currency, tax rate, payment terms and numbering — come from Settings. Set them once.