- Getting Started
- Adding Business Information
- Adding Customer Details
- Adding Line Items
- Reviewing Totals
- Customizing the Design
- Adding Payment Methods
- Adding Signatures
- Adding Images
- Adding Notes
- Saving and Sending
- Converting Quotations to Invoices
Getting Started
To create a new invoice, navigate to Documents from the sidebar or use the Create button available on your dashboard. Select Invoice as the document type to begin.
Pricefic walks you through each section of the invoice so you can fill it out quickly and accurately.
Adding Business Information
Your business details — name, address, logo, and contact information — are automatically populated from your registered business profile. If you manage multiple businesses, select the correct one before proceeding.
To update your business details, go to More → Businesses and edit the relevant business profile.
Adding Customer Details
Select an existing customer from your contacts or enter new customer information directly on the invoice. You can provide:
- Customer name
- Email address
- Billing address
- Phone number
New customers are saved to your contact list for future use.
Adding Line Items
Add each product or service you are billing for as a line item. For each item, provide:
- Description — What the item or service is
- Quantity — How many units
- Unit Price — The price per unit
If you have saved inventory items, you can pick from them directly. Manage your inventory from More → Inventory to keep your item catalog up to date.
Reviewing Totals
The subtotal is calculated automatically based on your line items. From here you can:
- Add tax rates — Apply one or more tax rates to the invoice
- Add discounts — Apply a percentage or fixed discount
The final total updates in real time as you make changes.
Customizing the Design
Switch to the Design tab to personalize your invoice's appearance. You can:
- Choose a theme layout
- Set your brand colors
- Pick fonts that match your business identity
- Browse pre-made templates for a polished look
Design changes apply to the current document and can be saved as your default for future invoices.
Adding Payment Methods
Attach your payment details so customers know exactly how to pay you. You can include:
- Bank account details (account name, number, bank name)
- Payment links (Paypal, bank transfer, etc.)
Clear payment instructions help you get paid faster.
Adding Signatures
You can add one or more signatures to an invoice from the Signatures section in the document editor.
Pricefic supports both:
- Selecting saved signatures you already created
- Adding a one-off signature while editing the invoice
This is useful when you want approval details or a more formal final layout. For a full walkthrough, see How to Use Signatures on Documents.
Adding Images
You can also attach image blocks to an invoice from the Images section in the document editor.
These can be:
- Reusable saved image blocks
- New uploads added while editing the invoice
This works well for product photos, proof of work, or other supporting visuals. For a full walkthrough, see How to Add Images to Invoices and Quotes.
Adding Notes
Use the notes section to include any additional information for your customer:
- Payment terms (e.g., "Net 30")
- A thank you message
- Late payment penalties
- Special instructions or delivery notes
Saving and Sending
Once your invoice is complete, you have several options:
- Save — Save the invoice to your documents list
- Download as PDF — Generate a professional PDF you can share manually
- Send via email — Send the invoice directly to your customer's email address from within Pricefic
You can return to any saved invoice later to edit, resend, or track its status.
Converting Quotations to Invoices
If you previously created a quotation for a customer, you can convert it to an invoice with one click. Open the quotation and select the Convert to Invoice option. All the details — customer info, line items, and totals — carry over automatically, saving you from re-entering data.