| --- |
| title: Create an Invoice |
| description: Send professional invoices to your clients. |
| section: invoicing |
| order: 1 |
| --- |
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| Midday makes it easy to create professional invoices that look great and help you get paid faster. |
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| ## Create a new invoice |
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| 1. Go to [Invoices](https://app.midday.ai/invoices) |
| 2. Click **Create invoice** |
| 3. Fill in the details (see below) |
| 4. Choose **Send** to email immediately, or **Save as draft** |
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| ## Invoice details |
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| ### Customer |
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| Select an existing customer or create a new one. You'll need: |
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| - Customer name |
| - Email address (for sending) |
| - Optional: Address, VAT number, contact person |
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| ### Line items |
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| Add what you're billing for: |
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| - **Description**: What the item or service is |
| - **Quantity**: Number of units |
| - **Price**: Unit price |
| - **Tax**: Optional tax rate |
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| Add as many line items as needed. The total calculates automatically. |
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| ### Invoice settings |
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| - **Invoice number**: Auto-generated, but you can customize |
| - **Issue date**: When the invoice is created |
| - **Due date**: When payment is expected |
| - **Currency**: Defaults to your base currency, can change per invoice |
| - **Notes**: Optional message to your customer |
|
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| ## Sending options |
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| ### Send by email |
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| Select **Create & Send** as your delivery method to email the invoice directly to your customer. They receive a professional email that includes: |
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| - Your logo and company name |
| - The invoice amount, due date, and invoice number |
| - A button to view the full invoice online |
| - A PDF attachment (if enabled) |
| - A link to pay online (if Stripe is connected) |
|
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| #### Preview the email before sending |
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| When **Create & Send** is selected, an email icon appears in the toolbar. Click it to open a preview of the exact email your customer will receive. You can customize the subject line, heading, body text, and button label directly from the preview — just click on any text to edit. Changes are saved to your template automatically. |
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| [Learn more about email settings →](/docs/invoice-settings#email-settings) |
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| ### Share a link |
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| Copy the invoice link to share via any channel. Your customer can view and pay online. |
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| ### Download PDF |
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| Download a PDF to send manually or keep for your records. |
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| ## After sending |
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| Track invoice status from the [Invoices](https://app.midday.ai/invoices) list: |
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| - **Draft**: Not sent yet |
| - **Sent**: Delivered to customer |
| - **Viewed**: Customer opened the invoice |
| - **Paid**: Payment received |
| - **Overdue**: Past due date, not yet paid |
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| [Learn more about tracking invoice status →](/docs/track-invoice-status) |
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| ## Tips |
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| - Set up your logo and business details in [Settings → Invoice](https://app.midday.ai/settings) for professional branding |
| - Use [recurring invoices](/docs/set-up-recurring-invoice) for retainer clients |
| - Enable [online payments](/docs/accept-online-payments) to get paid faster |
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