How to create an invoice in three steps

Create an invoice when you want to bill a client and provide payment instructions from Infinity. You can start with Create invoice on Dashboard or Create Invoice in a client’s details.

Step 1: Invoice details

Select the client in Creating invoice for. Choose the Payment currency. Enter an Invoice number or use Auto-generate. Select the Purpose code that matches the actual work, then set the Invoice date and Invoice due date. Select Item details to continue.

Step 2: Item and pricing details

Enter the Item name, Qty, unit, and Unit Price. Use Add new item for additional charges or services. Review the subtotal and total in the live preview. Select Payment Details.

Step 3: Payment details

Choose the available payment methods. For an eligible USD invoice, the options include Bank transfer and Credit card, with their fees shown beside them. Enable Make invoice recurring if required, and add an optional Payer memo. Select Review invoice.

Check the client, dates, currency, items, taxes, total, and payment instructions before completing the final creation action. If Credit card is selected, the completed flow generates a payment link that you can share with the client.

Use Customize Invoice to enable optional fields before final review. An invoice preview is not a payment confirmation. After sharing, follow payment and settlement separately.