How to Make an Invoice
Creating a new invoice in Bill Flight is simple. Follow the step-by-step guide below to learn how to make an invoice in Bill Flight. You’ll be done in a matter of minutes!
1. Create a new invoice
In the top navigation, select
New → New Invoice
.
2. Select a client
Click inside of the box that says
Select Client
to open up your drop down menu of clients. Select the client that you would like to create an invoice for.
If you have not added any clients yet, click Add a Client
towards the top right of the page, and return to this step once you have added your client.

3. Enter project, invoice dates, taxes, payment terms, and line items
Here is where you’ll add all of the information that will appear on the invoice. Expand the
Taxes, Payment Terms & more
menu to select an existing item template, or create one if you haven’t already. Enter all information applicable to the item being billed. Choose to duplicate the last item that you created, or add as many unique item lines that you need.
4. Add notes & save
On the same page, enter in any additional notes that you want to remember to take into account later. Once you’re satisfied with your invoice, hit
Save
!
5. View your saved invoice
To view your saved invoice, click
Invoices → Invoices
in the top navigation. Select the invoice that you’d like to view.
Here, you can send your invoice to the client, edit it, download it as a PDF, duplicate it, or delete it.

6. Review notes & payments
Scroll down to review any notes that you made earlier, and view payments.

7. Add payment
Click
Add
to record a payment from the client. Once you add it, the Paid
and Owed
amounts will adjust accordingly.
8. Review history
You’re all set! Scroll down to review the history of all account activity.

Ready to try it for yourself?
There is nothing to install and no credit card required. What is there to lose?