How to Use the Invoice Creator

​

This tool allows you to create a professional, customizable invoice with optional employee information and an image upload for a company logo.

​

Step 1: Add Your Company Logo (Optional)

• If you would like to add a company logo, click on the "Upload Company Logo" field.

• Select an image file (PNG or JPG recommended). This logo will appear at the top of your PDF invoice.

Step 2: Enter Invoice Details

1. PDF Name: Enter a file name for the invoice (e.g., "Invoice_001"). This name will be used when downloading the PDF.

2. Currency Symbol: Enter the symbol for the currency you are using (e.g., "$" for USD). This symbol will display throughout the invoice.

3. Company Information: Fill out your company name, address, email, and phone number. These fields are required.

4. Employee Information (Optional): If relevant, enter the employee's name, ID, and contact number. This section can help specify which employee handled the service or transaction.

Step 3: Enter Client Information

• Fill out the client's name, address, email, and phone number. These fields are required to complete the invoice.

Step 4: Fill in Invoice and PO Details

1. Invoice Number: Enter a unique invoice number for tracking purposes. If left blank, a random number will be generated automatically.

2. PO Number: Add a Purchase Order (PO) number if applicable.

3. Invoice Date: Select the date of the invoice.

4. Due Date: Choose the due date for payment.

Step 5: Add Itemized Details

1. Description: Enter a description of the item or service provided. Multi-line entries are supported.

2. Quantity: Enter the quantity for each item.

3. Rate: Enter the rate or price per item.

4. Total: The total for each item is calculated automatically based on quantity and rate.

• Click "Add Item" to add more rows for multiple items. Click "Remove" next to any row to delete it.

Step 6: Apply Discounts and Taxes

1. Discount (%): Enter a discount percentage, if applicable. This is applied to the subtotal before tax.

2. Tax (%): Enter the tax percentage. The tax is calculated after the discount is applied.

Step 7: Review the Summary Section

• The summary automatically calculates Subtotal, Discount, Tax, and the final Total based on your entries.

Step 8: Add Additional Notes (Optional)

• If there are any additional terms, notes, or special instructions, enter them in the "Additional Notes" section. This text will be included at the bottom of the invoice.

Step 9: Download the Invoice

• Once everything is filled in, click "Download Invoice" to generate a PDF file.

• The PDF will include all entered information, the company logo (if uploaded), and will be saved with the name you provided in the "PDF Name" field.