How to create an invoice
Start with a blank invoice. Have your business details, customer details, and the prices you agreed to charge ready before you begin.
1. Identify the invoice and the customer
Enter the sender and recipient details. Use a distinct invoice number so both sides can refer to the same document. Add the invoice date and check that the due date matches the payment terms you agreed on.
2. Itemize your work and review the totals
Write a description for each item and enter its quantity and rate. For example, 3 hours at 80 CAD per hour comes to 240 CAD before any adjustments. Set the currency, then review discounts, tax, and shipping fields where applicable.
3. Preview and save the PDF
Use the preview to check names, dates, line breaks and totals. Save or print to PDF, then open the saved file to confirm it looks right before sending it.
See how to choose an invoice template if you need a layout that fits your items.