Create and send an invoice

1. Go to Sales › Invoices & quotes and tap New invoice (or Invoice on the dashboard).
2. Customer: choose one, or type a new customer name to add it on the spot.
3. Check the date and due date (default comes from platform settings), and add a reference such as a PO number.
4. Add lines: Item description, Quantity and Unit price. Tap Add line for more. Add a Discount if needed.
5. Check Notes to customer and Terms (default terms come from the company profile).
6. Tap Issue invoice — the invoice number is generated and the sale is posted to your accounts. Save draft keeps it editable without posting.
7. Open the invoice and tap Print / PDF to download or share it with your customer.

Basic plan limit

Basic includes 30 invoices a month. Pro (or fred.my Unlimited) removes the limit.

Wrong invoice?

Drafts can be edited or deleted. An issued invoice can be voided (delete its payments first) — the accounting entries are reversed automatically.