Docly Guide
How to Create an Invoice Online
A practical step-by-step guide from Docly.
An invoice records what a seller provided, what the customer owes and when payment is due. A clear invoice helps both parties understand the transaction and keep accurate records.
How to create an invoice
- Open the Docly Invoice Generator.
- Enter your business or seller details and the customer’s information.
- Add a unique invoice number and issue date.
- Describe each product or service, quantity and price.
- Review subtotal, tax, discounts and total amounts.
- Add payment terms and save or download the invoice using the available options.
What should an invoice include?
- Seller and customer names and contact details.
- A unique invoice number and invoice date.
- Clear descriptions of goods or services.
- Quantities, unit prices and applicable taxes.
- Total due, currency and payment instructions.
Tax and invoice requirements vary by country. Check the rules that apply to your business before sending an invoice.
Open the Invoice Generator
Use the free Docly tool to complete the steps in this guide.
Open Invoice Generator