How to Create a Professional Invoice

How to Create a Professional Invoice


Step 1: Log in to your account
Step 2: Click on Payments in the left sidebar
Step 3: Click on Invoices
Step 4: Click on Create invoice

Step 5: Select professional Invoice
Step 6: Click on Get started

Step 7: Enter the customer name (you can add a new customer or select from your existing customers)

Step 8: Confirm customer details and click save.

Step 9: Add other emails in copy of the invoice and add a description (these are optional)

Step 10: Click on Proceed
Step 11: Add the details of the invoice (Currency, description, quantity, and amount)
Step 12: Add discount and tax (optional)

Step 13: Click on Proceed
Step 14: Confirm your payment structure

Step 15: Click on Create Invoice
Step 16: Send the invoice via email to your customer



    • Related Articles

    • How to create a Professional Invoice

      Quick simple steps on how to generate a professional invoice. Log in to your Mainstack Dashboard. On the Home page, click on the Invoicing icon. Click on Create Invoice. Select Professional Invoice, and Click Next. Proceed to input all the necessary ...
    • How to Create a Simple Invoice

      Step 1: Log in to your account Step 2: Click on Payments in the left sidebar Step 3: Click on Invoices Step 4: Click on Create invoice Step 5: Select Simple Invoice Step 6: Click on Get started Step 7: Enter your invoice details Step 8: Click on ...
    • How to create a Simple Invoice

      Simple steps on how to create a simple invoice Log in to your Mainstack Dashboard. On the home page, click on the Invoicing icon Click on Create Invoice Select Simple Invoice, and Click Next Proceed to input all the necessary information about the ...
    • Getting Started with Mainstack Invoicing

      Mainstack Invoicing is a powerful, all-in-one solution that enables you to create, send, and manage invoices directly within your Mainstack account, where you already create and sell. This tool is ideal for various business needs, including: Offering ...
    • How to download an Invoice

      Simple steps on how to download your invoice as a PDF file. Log in to your Mainstack Dashboard. On the Home page, click on the Invoicing icon. Identify the invoice you want to download. Click on the ellipsis (...) on the block of the specific ...