Straight answers for everyday invoicing questions

Every invoice should include the document number, issue date, due date, your business/legal details, client details, itemized services or products, subtotals, taxes/discounts, and clear payment instructions.

To generate an invoice, use an online invoice maker: choose a template, enter your business and client details, add items and taxes, then download the invoice as a PDF and send it by email.

Yes. Sequential invoice numbers keep bookkeeping organized, help with audits, and make it easy to track disputes or payments.

The issue date is when you send the invoice. The due date is the deadline you set for payment, often 7, 15, or 30 days later

Absolutely. Add a PO or reference field whenever a client needs to match your invoice to their internal purchase record

Yes. Use the notes or terms area for payment windows, accepted methods, late fees, or project-specific clauses.

List enough detail for the client to understand what was delivered: description, quantity or hours, rate, and subtotal per line.

An invoice made with an online invoice maker looks like a structured document with business and client details, invoice number, item list, prices, taxes, and a total amount — usually formatted as a clean, professional PDF.

Yes. Switch templates to fit your branding, level of detail, or the type of work you’re billing for.

Yes. Upload a logo and keep fonts and colors consistent so estimates and invoices look cohesive.

Yes. All templates export to PDF with margins tuned for both A4 and Letter printing.

Printer scaling, fonts, or custom margins can alter the PDF layout. Use 100% scaling and install your brand fonts locally when printing.

Choose the template style that matches your tone. Adjust colors, add or remove detail blocks, and reorder sections when needed.

Yes. Pick the template you use most often as your default to skip extra clicks.

Yes. Preview the PDF to verify totals, spacing, and branding before sending it to the client.

Yes. Duplicate a previous document to reuse client data, line items, and pricing.

Yes. Approve the estimate, then convert it into an invoice without retyping anything.

Yes. Apply taxes or discounts per line or for the full document and totals update automatically.

Drafts are fully editable. If you already sent the invoice, create a revision or credit note so your client has a record of the change.

You can archive or delete documents you no longer need, but keep anything required for accounting compliance.

Yes. Create separate business profiles with their own branding, numbering, and tax settings.

Check the recent list, filters, and whether the document is saved as a draft or inside another business profile.

Reset browser zoom to 100%, clear custom CSS, or download the PDF to confirm layout. Printing at 100% usually fixes spacing.

We use passwordless sign-in. Request a new magic link from the sign-in screen whenever you need access.

Yes. Contact support with the new address and we’ll update it as long as it isn’t linked to another account.

You can view existing info offline, but edits and exports need an internet connection. Save changes before going offline.

Allow pop-ups, check storage or download permissions, and confirm your connection. Then retry the export.

Review each line’s quantity, rate, tax, and discount. Update any typo and regenerating the PDF will correct the totals.