Create your first invoice

Add your business details

Sign in to your workspace. Follow the getting-started guide, or open Business settings to add your business name, email, address and default currency.

1. Enter the details you want clients to see on invoices.
2. Upload a PNG, JPG or WebP logo up to 2 MB. Check the preview before saving.
3. Save your business details. You can return to Business settings later.

Save your client

Open Clients and add the client’s name and email address. Check the email carefully: it is used when sending invoices and reminders. Select this saved client when creating an invoice.

Create and review a draft

1. Open the invoice editor and select the client.
2. Choose the invoice currency, issue date and due date. Add the work or items, quantities and prices.
3. Save the draft, then check the invoice preview, recipient and total.

Saving a draft does not email your client. Creating a draft counts toward your invoice allowance.

Issue the invoice when it is ready

Review the confirmation before issuing. For an eligible invoice with a valid client email, issuing queues the first invoice email. The confirmation identifies the recipient. Without a client email, share the invoice link or PDF yourself.

Invoqly organizes your invoice and records payments received elsewhere. It does not collect or hold your client’s money.