Create and Send and Invoice

An invoice is a document used to request payment from customers, listing the products or services provided, along with their prices and the total amount owed. It helps you track sales, manage payments, and maintain clear financial records.

With Strictly, you can easily create and share invoices in just a few clicks. This streamlines the payment process, helps you get paid faster, and keeps your business running smoothly.

Create an Invoice

1. Visit the Invoices tab in the side navigation.

2. Click the New Invoice button at the top-right of the screen.

3. On the Customer tab, complete the required information, such as name, email, phone number, and shipping/billing address (optional). If the customer already exists in your system, select them from the list using the Select Customer button. If not, manually add the details.

4. In the Order Details tab, fill out the required fields. Set the invoice due date, and add items (products or services) by clicking the New Item button. Start typing the name of the product/service in the input field, and a list of your items will appear. Select the item from the list. You can leave the item information as is or manually edit it by hovering over the specific field. If the item doesn’t exist, an option to create it will be displayed.

5. In the Payment Options tab, complete the necessary information. You can choose to request billing and shipping details from the client when they complete the payment. If not required, simply uncheck these options, and the payment page will only show the customer and payment method fields.

6. Click the Save button at the top-right of the screen.

7. A dialog will appear, allowing you to send the invoice immediately. Choose between Email or SMS, fill in the details, and click Send. If you'd prefer to send it later, press Cancel—the invoice will be saved as a draft, ready to be sent when you're ready.