Your first invoice should not feel like paperwork. It should feel like a clear request for payment: who did the work, who owes the money, what was delivered, when payment is due, and how much is owed.
Reinvoice gives you an editor and a live preview side by side, so you can build the invoice and see what your customer will receive as you work.
Start a new invoice#
Choose Create Invoice from the sidebar. The page opens with the form on one side and the invoice preview on the other. This layout helps you catch missing names, awkward notes, or totals that do not look right before you send anything.
Add your business information#
Fill in your name or business name, email, address, and phone number. If you have a logo, upload it. A logo is optional, but it helps customers recognize the invoice quickly.
Use the same sender details you want customers to save. If your payment conversations happen through a specific email address, use that email here.
Choose or add the customer#
In Bill To, type the customer name. If the customer already exists in Contacts, select them and Reinvoice fills in their details. If they are new, add them while creating the invoice so you can reuse them later.
Describe the work clearly#
Line items should be easy to understand without a phone call. Instead of “services,” write something like “Website maintenance for May” or “Brand strategy workshop.” Add quantity and rate, then review the total.
Add terms, notes, and signature#
Use notes for payment instructions, project context, or a short thank-you. Use terms for due dates, late fees, or policies. If the invoice needs a signature, add it before sending or downloading the PDF.
Save, send, or download#
Save Draft when you need to review. Send via Email when the invoice is ready for the customer. Download PDF when you want a copy for your records or need to send it another way.
Before you send, check this#
- Customer name and email are correct.
- The invoice due date matches your agreement.
- Each line item explains what the customer is paying for.
- The preview looks polished on the first read.