How do I create an invoice?
Start a new invoice with the guided Classic wizard, and learn when to use the Classic or Modern editor.
Invoices are built in a guided, full-page wizard called Classic. It walks you through five steps and shows a live Total due in the header as you go.
Start a new invoice
- Go to Sales → Invoices.
- Click New Invoice.
- In the Choose how to create window, pick Classic (the guided wizard). This is the default and the recommended way to build an invoice.
- The wizard opens at the Details step. Work through the steps using Continue in the sticky footer, or Back to revisit an earlier step.
Classic vs Modern
When you click New Invoice, BunnyDoc asks how you want to create it:
- Classic — the guided wizard described here. Use this for everything.
- Modern — a visual editor. It is still being finished and is only reachable through a special link, so most people will not see or need it.
Editing an existing invoice always uses the Classic wizard, whichever option you chose when creating it.
The five steps
- Details — choose the document type (Invoice, Quote, Proforma invoice, Deposit invoice, or Credit note), currency, payment term, issue and due dates, and who the invoice is from.
- Bill to & shipping — pick who you are billing (a contact or organisation) and, if needed, a separate shipping party.
- Line items — add the products or services you are charging for.
- Discount & notes — add an invoice-level discount, invoice-level taxes, and notes for the customer or yourself.
- Layout & review — choose the layout, run the preflight checks, and preview exactly what your customer will see.
Step 1 — Details
On the Details step you set:
- Document type (create only) — Invoice, Quote, Proforma invoice, Deposit invoice, or Credit note.
- Currency (required).
- Payment term — a dropdown; the default term is marked. Choosing a term auto-fills the due date (and valid-until date) from its number of days.
- Collect via — Bank transfer or Online card. This only appears once you have bank details set up.
- Issue date (required, defaults to today), Due date, and, for quotes, Valid until.
- Sender (Bill from) — use your saved sender profile from Settings, or override it manually for this invoice.
A hint under the details shows how the document will be numbered, for example Will be numbered as INV-…. The prefix and sequence come from Settings → Document Numbers.
The Make recurring checkbox appears on the Details step for new standard invoices only. Recurring generation is wired up in the app, but confirm it is running end-to-end before you rely on it for live billing.
Step 2 — Bill to & shipping
Choose who the invoice is for:
- From contacts — pick an existing contact or organisation with the contact picker.
- Enter manually — type a name, email, and phone. BunnyDoc automatically creates a contact from what you enter.
For shipping, keep same as bill to on, or turn it off to enter a separate shipping party.
Once your recipient is set, continue to add line items.