Create an invoice from Money

The Money workspace lets you create invoices, quotes, and credit notes from one place.

What this feature is for

• The Money workspace lets you create invoices, quotes, and credit notes from one place.

When to use it

• You want to create a billing document manually.
• You need to choose document type before sending.

Do it manually

1. Open Money.
2. Select the invoice filter or create button.
3. Confirm document type is invoice.
4. Fill customer, description, amount, currency, issue date, and due date.
5. Save as a draft and review before sending.

Ask Faster AI

Create a draft invoice in Money for [customer]. Use [amount], [description], and [due date]. Keep it as a draft until I approve sending.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

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Related help

• Send an invoice
• Review AR analytics