How-To GuideBeginner5 min read

How to Create and Send Professional Invoices

Create and send professional invoices to customers in Local Business Pro with line items, taxes, and multiple delivery options.

Quick Answer: Go to Operations > Invoices, click Add Invoice, select your customer, add line items with pricing, set the due date, and click Send to deliver via email or SMS.

What You'll Learn

This guide walks you through creating invoices from scratch, adding line items, applying taxes and discounts, and sending professional invoices to your customers.

Step-by-Step: Creating an Invoice

Navigate to Operations > Invoices
Click the Add Invoice button in the header
Search for and select the customer, or create a new contact
Add line items for services performed or products sold
Enter pricing, quantity, and descriptions for each line item
Apply any applicable taxes or discounts
Set the due date (common options: Due on Receipt, Net 15, Net 30)
Add payment terms or notes in the footer section
Preview the invoice to verify accuracy
Click Send to Customer and choose delivery method (email, SMS, or both)

Invoice Best Practices

Send invoices within 24 hours of completing work
Use detailed descriptions so customers know what they're paying for
Include your business contact information
Set clear due dates to encourage timely payment
Enable online payment options for faster collection

Frequently Asked Questions

Q: Can I save an invoice as a draft before sending?
A: Yes, simply close the invoice without clicking Send. It will be saved as a Draft that you can edit and send later.

Q: How do I add discounts to an invoice?
A: In the invoice editor, look for the discount section below line items where you can add percentage or fixed-amount discounts.