--- title: "How to create an invoice" description: "Bill clients directly from Hubflo" url: https://support.hubflo.com/fr/articles/11394896-how-to-create-an-invoice collection: "๐Ÿงพ Factures" updated: 2026-10-31 language: fr alternates: [en] --- # How to create an invoice Bill clients directly from Hubflo An invoice in Hubflo lets you bill a client for work completed, whether it's a one-time project or an ongoing service. You can accept online payments, and send everything directly from your dashboard. ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133139_9043.png) ## Where to find invoices ### In your Hubflo admin Go to **Billing > Invoices** in the left sidebar. Here you'll see all your invoices and can create new ones. ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133139_5832.gif) ### On the client portal Clients can view their invoices by going to their portal and clicking **Billing** in the sidebar. They can also access an invoice directly from the email they receive when you send it. ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133139_5132.gif) ## What you can do with invoices - Create one-time or recurring invoices - Add line items manually, from your catalog, or from saved packages - Bill back [project expenses](https://support.hubflo.com/en/articles/11462734-track-and-manage-expenses.md) and [time entries](https://support.hubflo.com/en/articles/14625372-adding-time-entries-to-an-invoice.md) directly to an invoice - Accept online payments via Stripe or a custom payment link - Send via Hubflo or download the PDF to send manually - Set up automated payment reminders for overdue invoices # How to create an invoice You can start a new invoice from these places in Hubflo: - **From a contact**: Go to **Directory**, open the contact, and click **+**. The invoice name will default to "Invoice โ€“ \[Contact Name\]" and the recipient will be pre-filled. ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133139_2072.gif) - **From a project**: Open the project, click **+**, and add a title. Useful when the invoice is tied to specific deliverables. ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133139_6749.gif) - **From the Invoices section**: Go to **Billing** > **Invoice** in the sidebar. 1. Click **New** > **Invoice** or **Recurring Invoice** 2. (_Optional_) Link to a project. Skip this if the invoice isn't tied to a specific project yet. 3. Add a client-facing title. 4. Click **Create and continue**. 5. Select the recipient. Choose an existing contact or create a new one. If you linked a project, Hubflo pre-fills the contact, click **Change Contact** to update it. ๐Ÿ’ก Any invoice you create will automatically appear in the client's workspace under the **Billing** tab. ## Add line items Add what you're billing for and how much it costs. You can: - Add items manually with a title, description, quantity, unit costs, margins, and unit price - Pick from your **catalog** or saved **packages** - Add **section titles** and subtotals to organize multi-part invoices - Click **Bill back** to pull expenses or time entries linked to that project ## Set payment terms Define how and when you expect to be paid. - **Payment terms** Choose how many days the client has to pay after the invoice is issued: Immediate (0 days), Net 15, Net 30, Net 45, or Net 60. - **Payment methods** Choose which methods to accept: Bank Transfer, Direct Debit, ACH, PayPal, Check, Cash, or Other (with custom instructions). - **Payment instructions** Use the free-text field to add your banking details, reference numbers, early payment discounts, or late fee policies. ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133138_6139.png) ๐Ÿ’ก You can set default payment terms, methods, and instructions in **Settings > Billing** so you don't have to re-enter them every time. Changes you make per invoice won't affect your defaults. ## Customize invoice settings (optional) You can set default proposal settings in **Settings** \> **Billing** so you don't have to re-enter them every time.

Setting

What it does

Purchase order number

Add a PO reference if your client requires one

Introduction message

A short note your client sees in the email or on the public invoice page. Not included in the PDF.

Comment

A note that appears in the downloadable PDF, useful for disclaimers or key details

Issue date

Defaults to today. Change it if you need to align with a project or fiscal date.

# Review and issue Your invoice is saved as a draft until you're ready to send. Before issuing, click **Preview** to generate a PDF preview. ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133138_0379.gif) **Important:** Once issued, an invoice cannot be edited. If you need to make a change after issuing, you'll need to cancel it and create a credit note. [Learn how to correct or cancel an invoice โ†’](https://support.hubflo.com/en/articles/8266937-issue-a-correction-or-credit-note.md) Once you're happy with the invoice, click **Create invoice** to issue it. [Learn how to send invoice โ†’](https://support.hubflo.com/en/articles/15350272-how-to-send-an-invoice.md)