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Getting Started

Creating Invoices - Pure Invoices Docs

Learn how to create, customize, and send your first professional invoice.

Creating an invoice with Pure Invoices is designed to be the fastest part of your workday.

Step 1: Business Profile

Before sending your first invoice, head to Settings to set up your business profile. This information (Name, Address, Logo) will appear on all your invoices.

Step 2: Create New Invoice

Click the “New Invoice” button on your dashboard. You’ll be presented with a clean, focused form.

Select a Client

  • Existing Client: Type their name to search your rolodex.
  • New Client: Click “Add New” to enter their details. They’ll be automatically saved for next time.

Add Items

List your services or products. You can:

  • Type a custom description.
  • Select from your Products catalog for auto-filled rates.
  • Apply discounts to individual items if needed.

Step 3: Taxes and Discounts

Pure Invoices handles the math for you. You can set a global tax rate in Settings, or adjust it on the fly for specific invoices.

Step 4: Notes and Instructions

Use the Notes section for a personal thank you, and Payment Instructions to tell your client exactly how to pay (e.g., “Please transfer to my business bank account”).

Step 5: Send it!

Once you’re happy with the draft, you have two options:

  1. Send Email: We’ll send a professional email with a “Magic Link” directly to your client.
  2. Copy Link: Copy the unique URL to your clipboard and send it via Slack, WhatsApp, or SMS.

Tracking Status

  • Draft: Only you can see it.
  • Sent: The link has been shared with the client.
  • Paid: You’ve manually marked it as paid after receiving the funds.
  • Overdue: The due date has passed and payment hasn’t been recorded.