Creating and sending invoices doesn’t have to be complicated. With Brisk Invoicing, you can create professional-looking invoices in just a few minutes, even if it’s your first time! Follow this simple step-by-step guide to create your first invoice quickly and confidently.
Step 1: Create a New Invoice
From the left navigation menu, click “New Invoice”
This opens a fresh invoice form where you can begin entering your business and customer details.
Step 2: Choose a Professional Template
Select from a variety of invoice templates designed to suit different types of businesses. Each template can be customized with your branding, ensuring your invoices look professional and consistent.
Step 3: Add Your Business Details
Enter your Business Name, Business Address and upload your business logo. These details help establish credibility and make your invoices look more official.
Step 4: Add Customer Information
Click the Customer dropdown and select “Add New Customer”
Fill in important customer details such as:
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Full Name
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Billing and Shipping Address
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Email Address and Phone Number
Completing these fields ensures smooth communication and accurate billing records.
Step 5: Enter Invoice Details
Add essential information such as:
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Invoice Date
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Invoice Number
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Payment Terms
This ensures your clients know when and how to pay.
Step 6: Add Items or Services
List the products or services your customer purchased.
By default, the invoice includes these columns:
- Quantity
- Item Code
- Description
- Unit Price
- Tax
- Total
You can customize your default invoice layout under Settings > Invoice Settings to better match your business needs.
To add a new item:
Click on the Item Code or Description dropdown and select “New Item”
Enter the details, this item will now be saved for easy use in future invoices.
You can also add discounts, shipping fees, or additional line items as needed.
Add any public notes (visible to the client), private notes (for internal use) or a footnote for special terms or thank-you messages.
Step 7: Save and Send
Once everything looks good, choose how you’d like to finalize your invoice:
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Save & Download PDF
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Save & Email
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Save & Print
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Create as Draft
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Create as Recurring (for repeat billing)
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Or simply Save Invoice
Step 8: Manage Your Invoices
Your newly created invoice will appear under the Invoices page for record-keeping. From there, you can track payments, resend invoices, or duplicate them for future use.
Start Invoicing the Easy Way
With Brisk Invoicing, creating invoices is quick, efficient, and hassle-free. No more complicated spreadsheets or manual calculations.
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