Outputs a PDF invoice; no file upload needed — you fill in details directly on the page.
Best For
Freelancers and small businesses who need a professional invoice quickly without design software or accounting subscriptions.
Common Uses
•Billing a client for freelance or contract work
•Sending a one-off invoice for a small business sale
•Issuing a professional invoice without an accounting software subscription
•Creating a quick invoice on the go from a phone
💡 Pro Tip
Keep your business details (name, logo, address) consistent across every invoice — it makes your business look more established and helps clients recognize your invoices at a glance.
Creates a professional, itemized invoice — the document you send when payment is actually owed. It's part of Business Document Studio, so it shares templates and branding with Quotations, Delivery Notes, and Waybills, but this guide is written for landing here directly to bill a client.
When to use this
Use an Invoice once work is done or goods have shipped and you need to request payment. If the client hasn't agreed to the price yet, send a Quotation first — you can convert it into this Invoice the moment they accept.
Step-by-step workflow
1Add company and client details Your business info (with logo or letterhead), the client's billing details, invoice number, invoice date, and due date — the due date defaults to 30 days out, and is editable.
2Add line items Each row takes a description, quantity, and rate; VAT and the line amount are calculated automatically as you type.
3Add bank details and a signature Bank details are optional and can be toggled off if you invoice through another payment method; add a signature by drawing, typing, or uploading an image.
4Download the PDF The invoice downloads instantly, formatted to your chosen template, ready to email or print.
Tips for best results
✓Save your company details once — Convertam remembers them so every future invoice is pre-filled.
✓If different line items carry different VAT rates, set VAT per row rather than one flat rate for the whole invoice.
✓Toggle Bank Details off entirely if you collect payment another way (a payment link, cash, etc.) — an empty bank section looks unfinished.
Common mistakes to avoid
⚠Sending an invoice before the client has agreed to the price — use Quotation Generator first for anything not yet confirmed, then convert it once accepted.
⚠Forgetting to set a due date, which leaves the client without a clear payment deadline.
⚠Not double-checking calculated VAT and totals on invoices with many line items, especially if some items are VAT-exempt.
