Create Your First Invoice

Create Your First Invoice

OneBookPlus makes invoicing fast — most users create their first invoice in under 30 seconds.

Step 1 — Start a New Invoice

1. Go to Invoices from the sidebar
2. Click New Invoice

Step 2 — Select a Client

• Search for an existing contact or click Create New Contact
• The client's name, email, and address will auto-fill on the invoice

Step 3 — Add Line Items

For each item or service:

1. Enter a description (e.g., "Web design — homepage")
2. Set the quantity
3. Enter the unit price
4. The line total calculates automatically

Click Add Line Item to add more rows.

Step 4 — GST Settings

• Choose GST Inclusive or GST Exclusive at the top
• GST is calculated automatically at 10%
• The invoice shows subtotal, GST amount, and total

Step 5 — Set Payment Terms

• Due Date — when payment is expected
• Payment Terms — e.g., "Net 14", "Net 30", "Due on receipt"
• Footer Notes — payment instructions, thank-you message
• Internal Notes — private notes (not visible to client)

Step 6 — Save and Send

• Save as Draft — save without sending
• Send Invoice — emails the invoice to your client with a link to view and pay online

**Tip:** You can duplicate any existing invoice to save time on repeat clients.