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Create Your First Invoice

Creating invoices in Elona CRM is quick and professional. Your company details and logo are automatically included.

Watch: Create Your First Invoice​

Before You Start​

Make sure you have:

Steps​

1. Go to Invoicing​

Click Invoicing (or Invoices) in the left menu.

2. Click Create Invoice​

Click the Create Invoice or New Invoice button.

3. Select a Customer​

Choose the customer you're billing from the dropdown or search.

4. Add Line Items​

For each product or service:

  • Description - What you're charging for
  • Quantity - How many units
  • Price - Price per unit
  • Tax (if applicable)

Click Add Item to add more lines.

5. Review the Invoice​

Check:

  • Invoice number (auto-generated)
  • Date and due date
  • Line items and totals
  • Any notes or terms

6. Save or Send​

  • Save as Draft - Edit later before sending
  • Send - Email the invoice directly to your customer

Customization Options​

  • Add a discount - Percentage or fixed amount
  • Include notes - Payment instructions, thank you message
  • Attach files - Contracts, specs, or other documents

What's Next?​

Congratulations! You've completed the basic setup. Explore these sections next: