Note: If you use Stitch Labs, please see the section on the Stitch Labs/inDinero integration for a more efficient client, product, or service creation option.
Adding your clients, products, or services is the first step to creating an invoice. It also makes future invoices a quick process as most critical information is saved up-front.
Click the “Invoices” tab.
To access the “Add New Client” window, you can either click “Add New Client” in the top right corner, or navigate to the “Clients” page and select “Add New” from the drop-down menu.
Enter all of the client’s information in the “Add New Client” pop-up window. Once you click “Done” you will find that client in the “Client” drop-down menu for future invoices.
To add one of your products or services, select “Add New Product & Service” in the top right corner of the screen.
In the pop-up window, enter the name, description, and unit cost of the product or service you offer. Be sure to check the “Taxable?” box if applicable. Finally, select the proper category from the “Account” drop-down. Moving forward, your product or service—and its price—will appear in the “Products & Services” drop-down menu.