How to Create an Invoice | Plutio

Help center

All collectionsFeaturesFinancialsInvoicesGetting Started with InvoicingHow to Create an Invoice

How to Create an Invoice

A step-by-step guide on creating and sending professional invoices in Plutio. Learn how to add clients, billable items, taxes, discounts, and customize invoices to match your brand.

Step 1: Access the Invoicing Feature

Log into your Plutio account.
From the left sidebar, click on Financials.
Click the [+] button to create a New Invoice.

Step 2: Add Invoice Details

Give it a title (you can leave this blank and it will use the invoice ID as the title)
Select a contact
Select a Project if the invoice is for a Project you are working on
Insert the issue and due dates
(Optional) Choose a template

Step 3: Customize & Send

Use our block editor to format your invoice.
Add your company logo and adjust branding settings.
Click Preview to review the invoice.
Click Send to email it directly to your client.

Did this answer your question?

😞

😐

😁