Creating and Sending an Invoice

Overview

You can create professional invoices directly from your StartGlobal dashboard and send them to your clients with an email notification. Each invoice supports multiple line items, custom fields, and notes. This guide covers the complete invoice creation flow from start to finish.

Before You Begin

Step-by-Step Instructions

1. From the main navigation, go to Invoicing.

   What you will see

   The Invoicing dashboard with your financial summary, QuickPay link, and the invoice list.

2. Click the + NEW INVOICE button in the top-right area of the invoice list.

   What you will see

   A side sheet opens with the title Create Invoice containing the invoice form.

3. Fill in the invoice header fields.

   What to do:

   • Client (required): Click the dropdown and select a client from your customer list. The placeholder reads "Select a client."
   • Project Name (required): Enter the name of the project or service. The placeholder reads "Enter project name."
   • Issue Date (required): Select the date the invoice is issued.
   • Due Date (required): Select the payment due date.
   • Recurring Invoice (optional): Toggle this on if you want the invoice to be sent automatically on a recurring basis. The label reads "This invoice will be sent automatically."
   • Invoice Number (optional): Leave blank for auto-generation, or enter a custom number. The placeholder reads "Auto-generated."

4. Add line items to the invoice.

   What to do: In the Line Items section (marked as required), click the + Add Item button to add your first item.

   What you will see

   A new row appears with fields for Item Description (required), Quantity (minimum 1), Price (minimum 0, increments of 0.01), and a calculated Total.

   Fill in the description, quantity, and price for each item. Click + Add Item again to add more items as needed. The Grand Total at the bottom updates automatically as you add or modify items.

5. Add custom fields (optional).

   What to do: Click + Add Field in the Custom Fields section. Enter a Label (e.g., "PO Number") and a Value for each custom field.

   What you will see

   Custom fields appear on the invoice and can be used for purchase order numbers, reference codes, or any other information your client needs.

6. Add notes (optional).

   What to do: Enter any additional information in the Notes textarea. The placeholder reads "Add any additional notes or terms..."

   What you will see

   Notes appear at the bottom of the invoice and are visible to your client.

7. Configure the email notification.

   What to do: Toggle the Send Email Notification switch on if you want the client to receive an email when the invoice is created. Leave it off if you prefer to send the invoice manually later.

8. Preview the invoice (optional).

   What to do: Click the Preview button (with the Eye icon) to see how the invoice will look before creating it.

   What you will see

   A preview of the formatted invoice as your client will see it.

9. Create the invoice.

   What to do: Click the Create Invoice button to finalize and save the invoice.

   What you will see

   A toast message confirms: "Excellent! Invoice has been created successfully." The sheet closes and the new invoice appears in your invoice list.

What Happens Next

• The invoice appears in your invoice list with a status of Draft or Issued/Pending depending on whether you sent the email notification.
• If you enabled Send Email Notification, your client receives an email with the invoice details and a link to pay.
• You can track the invoice status from the Invoicing tab. Status badges indicate whether each invoice is Draft (gray), Issued/Pending (orange), Paid (green), or Cancelled (red).
• You can download any invoice by clicking the download icon in the invoice row. A toast confirms: "Invoice download started."