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Create an Invoice

Creating invoices in Elona CRM is straightforward. Your company details and branding are automatically included.

Steps​

1. Go to Invoicing​

Click Invoicing or Invoices in the left menu.

2. Click Create Invoice​

Click the Create Invoice or + New button.

3. Select Customer​

Choose the customer from the dropdown. Their details will auto-fill.

tip

If the customer doesn't exist, you can add them directly from this screen.

4. Set Invoice Details​

  • Invoice number - Auto-generated (you can edit if needed)
  • Invoice date - Defaults to today
  • Due date - When payment is expected
  • Payment terms - Net 30, Due on Receipt, etc.

5. Add Line Items​

For each product or service:

FieldDescription
DescriptionWhat you're charging for
QuantityNumber of units
Unit PricePrice per unit
TaxApplicable tax rate
AmountAuto-calculated

Click Add Line to add more items.

6. Add Optional Details​

  • Discount - Percentage or fixed amount
  • Notes - Payment instructions, thank you message
  • Terms - Your standard terms and conditions
  • Attachments - Supporting documents

7. Preview​

Click Preview to see how the invoice will look to your customer.

8. Save or Send​

  • Save as Draft - Continue editing later
  • Save - Save without sending
  • Send - Email directly to customer

After Creating​

Once created, you can:

  • Edit (if not yet sent)
  • Duplicate (to create similar invoices)
  • Download as PDF
  • Record payments
  • Send reminders