Creating Your First Invoice

Creating an invoice in Billo Invoicing is straightforward. Follow these steps

Start a New Invoice

  1. Click Invoices in the sidebar.
  2. Click New Invoice in the dropdown that appears.
  3. Done. You'll now be on the New Invoice page.

Note:

You won't be able to create a new invoice unless you have added your first client.

Select a Client

  1. Click on the Select Client dropdown under Invoice Details.
  2. Choose an existing client.
  3. If the selected client has had their details added, their details will auto-populate.

Add Invoice Details

Fill in the basic information:

  • Invoice Number: Auto generated (can be customised).
  • Issue Date: When the invoice is created. This is automatically populated with the date and time you created the new invoice.
  • Due Date: When the invoice is due to be paid.
  • Payment Terms: How many days until the invoice is due? Net 15, Net 30, etc.
  • Currency: Defaults to your preferred currency that is set in your settings but can be changed per invoice.

Add Line Items

For each service or product:

  1. Click Add Item
  2. Enter
  • Description
  • Quantity
  • Unit Price
  • VAT Rate (if applicable)
  1. The line total calculates automatically
  2. Add more items as needed

Review Totals

The payment details sidebar shows:

  • Subtotal (before VAT)
  • VAT Amount
  • Discount (if applied)
  • Total Amount

Add Notes and Terms

  • Payment Instructions: How clients should pay
  • Notes: Additional information for the client
  • Terms and Conditions: Legal terms (optional)

Save or Send

  • Save as draft: Save without sending
  • Save and send: Save and email to client immediately
  • Preview: Review before sending

Tips

  • Use templates for recurring services
  • Enable Send invoice on save in settings for automatic sending
  • Add a discount if needed (percentage or fixed amount)
  • Include clear payment instructions

That's it! Your invoice is ready to send.