How to Create a Professional Invoice in Under 60 Seconds

Whether you're a freelance designer, a contractor, or a small business owner, getting paid quickly depends on sending clean, professional invoices the moment a job is done. This guide walks you through every step in Invo.

Step 1: Open the App and Tap "+"

Launch Invo on your iPhone. You'll land on the Ledger Desk — your billing dashboard. At the top right corner, tap the + button to start a new document. You'll be asked whether you want to create an Invoice or an Estimate. For this guide, select Invoice.

Step 2: Add or Select a Client

Invo will prompt you to select a client. If this is a new client, tap New Client and enter their details:

• Full name or business name
• Email address (for sending the invoice)
• Billing address (required for professional PDFs)

For returning clients, simply search by name — Invo remembers all your clients, so you never have to re-enter the same information twice.

Step 3: Fill In Your Business Details

The invoice will automatically pull your business information from your profile settings. If you haven't set it up yet, go to Settings → Business Profile and add:

• Your business name
• Address and contact email
• Tax ID (if applicable)
• Your logo

This information appears on every invoice automatically — no need to re-enter it each time.

Step 4: Add Line Items

This is the core of your invoice. Tap Add line item and enter:

• Description — what you did (e.g., "Brand system refresh")
• Quantity — hours, units, or sessions
• Price — rate per unit

Invo calculates the line total automatically. Add as many line items as you need. You can also reorder them by dragging, or delete any item with the ✕ button.

Step 5: Apply Discount and Tax (Optional)

Scroll down to the Totals section. Here you can:

• Enter a discount percentage (e.g., 5% for a loyal client)
• Enter a tax rate (e.g., 8.25% sales tax)

Invo automatically calculates the subtotal, discount amount, tax amount, and final total — all displayed cleanly on the PDF.

Step 6: Set Due Date and Payment Notes

Set an Issue Date (today's date) and a Due Date. Standard terms are Net 14 or Net 30 — meaning payment is due 14 or 30 days after the invoice date. You can also add a short payment note, such as:

"Payment by bank transfer. Thank you for your business."

A professional note goes a long way — it reminds clients how to pay and leaves a good impression.

Step 7: Save and Send

Tap Save. Your invoice is now in the system with a unique number (e.g., LD-1001). To send it:

• Open the invoice from your Ledger Desk
• Tap the share icon in the top right
• Choose PDF Preview to see the final document
• Share via Mail, iMessage, or any app on your iPhone

Step 8: Track Payment Status

Once sent, the invoice status changes to Sent. Your Ledger Desk will show it under Open Balance. When the client pays, open the invoice and tap Paid — it moves to your Collected total and your financial overview updates instantly.

Conclusion

Creating a professional invoice doesn't have to be complicated or time-consuming. With Invo, you go from zero to a client-ready PDF in under a minute. The cleaner and faster your invoices, the faster you get paid — and that's the whole point.