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.
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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
2. Invoice items
In this section, list the items you're invoicing:
Item name
Unit price
Quantity
Amount
Tax
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You can duplicate items or select from a list of saved items.
You can also add your signature by uploading a file in the last step.
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!
