How to create your first document

5/24/2025TutorialsGetting Started with InvoiceOnline
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How to create your first document
InvoiceOnline.com is the ideal helper for small business owners, freelancers, and self-employed individuals who want to create documents quickly and securely. In this guide, we’ll walk you through the process of creating your first document in a few simple steps.

1. Basic document details

After logging into InvoiceOnline.com, click on Issue a document. A page with several sections will open. Firstly, complete the basic information, such as:

  • Type of document - regular invoice, proforma invoice, receipt, credit memo, estimate, etc.

Creating a new document preview

  • Your customer (Buyer) and Information about you (Supplier) - to fill out the document, provide the following information:

    • Your Company or Name

    • Street

    • City and ZIP code

    • State

    • Bank Account

  • Invoice number - the system can number automatically, but you can also modify it

  • Issue date and due date

  • Currency - USD, CZK, EUR, GBP, PLN, and other currencies for issuing invoices for foreign accounts

Snímek obrazovky 2025-06-06 v 10.52.13.png

2. Document items

In this section, list the items you're invoicing:

  • Item name

  • Unit price

  • Quantity

  • Amount

  • Tax

  • You can duplicate items or select from a list of saved items.

  • Terms & conditions

Box illustration

You can also add your signature by uploading a file in the last step.

Document items preview

3. Preview, issue and send

Have you filled everything in? Proceed to the last step:

  • Click on Preview (the invoice will display exactly as the customer will see it)

  • If everything looks correct, click on Issue and Send

  • You can download the completed invoice as a PDF file

Issuing your first document on InvoiceOnline.com takes just a few minutes.
With automatic data retrieval and an intuitive interface, even beginners can handle it easily.

📩 If you have any questions about issuing documents or account settings, please contact us by email at [email protected]. We're here for you!

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