Create and send an invoice

Create the invoice

1. Go to Sales → Invoices and click New invoice, or use New → Invoice from anywhere.
2. Pick the customer, or add a new one from the list.
3. Check the invoice date and due date. The due date follows the customer's payment terms.
4. Add a line for each thing you sold. Pick a product or service to fill in the description, price and tax, or type them in.
5. Choose the tax for each line, for example HST 13% (ON) or GST + PST 12% (BC).

Click Save draft to finish later, or Approve invoice when it's ready. Approving records the sale in your books and gives the invoice its link.

Send it

On the invoice, use Email invoice to send it from Ledgri, or Copy link to share it yourself. The link opens a page with the invoice and a QR code; customers don't need an account. Ledgri shows when the customer first opened it.

After it's sent

• When you're paid, record the payment.
• Turn on automatic payment reminders so overdue invoices follow up on their own.
• Charging the same thing every month? Click Make recurring. See Recurring invoices.