Invoicing
Creating an Invoice
Draft, itemize, and issue client-ready tax invoices with automatic numbering, tax calculations, dual currency conversion, and direct payment links.
Invoicing shouldn’t require wrestling with clunky accounting software or brittle spreadsheet templates. Flanceflow provides a lightning-fast Invoice Editor tailored specifically for independent professionals, agencies, and consultants.
How to create a new invoice
- Click "Invoices" in the left sidebar navigation, or use the topbar "+ New" shortcut and select "New Invoice".
- Select your client from the "Billed To" dropdown (or type to add a new client on the fly).
- The invoice number will automatically increment (e.g. `INV-2026-0012`), and the issue date defaults to today.
- Set the Payment Due Date (choose from Net 7, Net 15, Net 30, Due on Receipt, or a custom calendar date).
- Add your line items: select pre-saved service packages from your catalog or enter custom scopes and deliverables.
- Apply taxes (like GST or VAT) and optional percentage or flat discount amounts if agreed upon.
- Review your payment instructions, notes, and terms at the bottom of the invoice.
- Click "Save Draft" to review, or click "Send Invoice" to dispatch directly via email or generate a public share link.
Core invoice editor components
| Section | Required | Description | Where displayed |
|---|---|---|---|
| Billed By (Seller) | Yes | Your studio business name, address, tax ID, and contact details | Top-left header of the invoice PDF. |
| Billed To (Client) | Yes | Client contact name, company, address, and registration number | Top-right address block. |
| Invoice Metadata | Yes | Invoice Number, Issue Date, Due Date, Payment Terms | Header metadata grid. |
| Line Items | Yes (At least 1) | Service title, quantity, rate, tax rate, line total | Itemized billing table. |
| Payment Instructions | Yes | Bank details, UPI ID, Stripe link, or PayPal address | Prominently highlighted in invoice footer. |
| Thank You Note & Terms | Optional | Payment policies, late fee notices, and warm gratitude | Bottom footer block. |
Invoicing tips for fast payment
- Sequential numbering: Flanceflow maintains continuous, gapless invoice sequences to satisfy domestic tax audit standards.
- Dual-currency locking: When invoicing in USD or INR, the exchange rate is permanently captured on the invoice so future currency fluctuations never distort accounting balances.
- Direct payment links: Invoices sent via Flanceflow include an interactive "Pay Invoice" button linking clients to Stripe, PayPal, or UPI directly.
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