Overview
This guide will help you understand how to create, customize, and download invoices using the InvoiceForAll Invoice Generator. The invoice generator allows users to fill in business details, add items, include taxes, and preview the final invoice in real time.
1. Choose Currency, Tax, and Due Date
- Select your preferred currency (USD, BDT, EUR, etc.) from the dropdown menu.
- Enter a tax rate percentage that will be automatically applied to your invoice total. If you do not want to pay any tax then leave the tax form value 1.
- Set the due date for the invoice payment.
2. Upload Your Logo
Drag and drop your logo or click browse to upload an image file. The logo will appear at the top of your invoice preview. You can also remove or replace it anytime.
3. Enter Business and Client Details
- In the From field, add your business name, address, email, and phone number.
- In the Bill To field, enter your client’s name and contact details.
4. Set Invoice Number and Dates
Provide an invoice number (e.g., INV-001) to track
invoices easily. Select the issue date and due date to ensure clarity
for both you and your client.
5. Add Items or Services
In the Items section:
- Enter a description for each item or service.
- Specify the quantity and price per unit.
- The system automatically calculates the amount and updates the subtotal, tax, and total in the preview.
- You can add or remove items using the buttons provided.
6. Add Notes
Include payment terms, thank-you notes, or any additional message to your client in the Notes section.
7. Preview and Verify
The right-hand side of the generator provides a live preview of your invoice. This includes your logo, company and client details, itemized list, and total amount. Verify all details before downloading or printing.
8. Download or Print
- Click Download PDF to save your invoice as a PDF file.
- Click Print Invoice to print it directly from your browser.
Pro Tips
- Use consistent invoice numbers for record-keeping.
- Always include payment instructions in the notes section.
- Preview the invoice on mobile and desktop to ensure layout consistency.