Create a Client Invoice

Whether you're selling physical products, digital downloads, or offering services, you can create, edit and send invoices seamlessly from your Portfoliobox admin panel. 

Create a Client Invoice

  1. Click Libraries & Tools.
  2. Choose Invoices, under Business Tools.
  3. Click Add New Invoice.
  4. Fill in your invoice information:
    • Invoice Date
    • Invoice Number
    • Your company details
    • Your client details 
    • Payment Instructions
    • Add products to your invoice
  5. Click Done to save it as a draft.

When an invoice is created, you can change its status and send it to your customer. 

Watch a video