SettleWise

Create Your First Invoice

Step-by-step guide to creating and sending your first invoice

Create Your First Invoice

This guide will walk you through creating and sending your first invoice in SettleWise.

Video coming soon2:30

Before You Start

Make sure you have:

  • Customer information (name, email)
  • Invoice amount and description
  • Payment terms (if applicable)

Steps

Click Invoices in the sidebar, then click Create Invoice.

Select Customer

Search for an existing customer or create a new one.

If creating a new customer, you'll need their name and email address.

Enter Invoice Details

Fill in:

  • Invoice amount
  • Description or line items
  • Due date
  • Payment terms

Review and Send

Review all details, then click Create and Send. The customer will receive an email with the invoice.

You can also save as draft and send later from the invoice detail page.

Using the AI Assistant

You can also create invoices using natural language:

"Crear una factura para María García por $2,000 por depósito de reserva"

The assistant will guide you through the same process.

What Happens Next

  • Invoice is created and assigned a number
  • Customer receives email notification
  • Invoice appears in your invoices list
  • QuickBooks syncs automatically (if connected)

Dashboard Overview

Understand the main SettleWise dashboard and navigation

Create and Send an Invoice

Step-by-step guide to creating and sending invoices to customers

On this page

Create Your First InvoiceBefore You StartStepsNavigate to InvoicesSelect CustomerEnter Invoice DetailsReview and SendUsing the AI AssistantWhat Happens NextRelated