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Hello Invoice
Hello Invoice
Reading time: 2 min

Creating your first invoice in Hello Invoice is quick and helps you look professional with clients. In just a few steps, you’ll have a branded invoice ready to send and track.


Prerequisites

  • You’ve added at least one Customer.
  • (Optional) You’ve set up your Business Profile with name, logo, and address.


Steps

  1. Go to Invoices in the sidebar and click New Invoice.
    • (Screenshot: /images/guides/create-invoice/step-1.png “Click ‘New Invoice’ from the Invoices screen”)
  2. Select the Customer you want to invoice.
    • (Screenshot: /images/guides/create-invoice/step-2.png “Choose a customer from the dropdown”)
  3. Add Line items: choose a flat rate, per unit, or time-tracked Billable. Enter a description, quantity, and rate.
    • (Screenshot: /images/guides/create-invoice/step-3.png “Fill in line item details”)
  4. Adjust totals if needed: add Tax or a Discount.
    • (Screenshot: /images/guides/create-invoice/step-4.png “Add tax or discount”)
  5. Set the Due date (e.g., 7 days, 14 days).
    • (Screenshot: /images/guides/create-invoice/step-5.png “Choose due date”)
  6. (Optional) Add a Stripe Payment Link so your customer can pay online by card.
    • (Screenshot: /images/guides/create-invoice/step-6.png “Add payment link”)
  7. Review the invoice preview for accuracy.
    • (Screenshot: /images/guides/create-invoice/step-7.png “Invoice preview screen”)
  8. Click Send Invoice. The customer will receive an email with the attached PDF (and Pay Now button if Stripe is enabled).
    • (Screenshot: /images/guides/create-invoice/step-8.png “Send invoice”)


Tips

  • Reuse common Line items (like “Website design – 10 hours”) to save time on future invoices.
  • Enable multi-currency by setting the currency at the customer level.
  • Add your logo in Settings → Business Profile to keep invoices on-brand.


Troubleshooting

  • Invoice won’t send → Check that your customer has a valid email saved.
  • Totals don’t add up → Make sure quantity and rate are numbers without extra spaces or characters.
  • Stripe link not showing → Verify that Stripe Payment Links are enabled in Settings → Payments.


FAQs

  • Can I edit an invoice after sending it? Yes. Open the invoice, click Edit, update details, and re-send.
  • Can I duplicate an invoice? Yes. Open the invoice and click Duplicate to reuse it.
  • How do I track payments? Once a client pays, the invoice status updates automatically to Paid if Stripe is connected, or you can mark it manually.

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