Tutorial: Invoice Creation

Create and send professional invoices step by step.

Step 1: Create an Invoice

1. Navigate to Accounting → Invoices
2. Click Add Invoice

Step 2: Fill Invoice Details

Field	Description
Invoice Number	Auto-generated or custom
Invoice Date	Date of issue
Due Date	Payment deadline
Client	Select from contacts
Currency	Billing currency
Discount	Flat or percentage discount
Tax	Tax rate percentage

Step 3: Add Line Items

Click Add Item for each billable entry:

From Time Logs

1. Select By Project or By Task
2. Choose date range
3. Gauzy calculates hours × rate automatically

Manual Items

1. Enter description
2. Set quantity and unit price
3. Add tax if applicable

From Expenses

1. Select By Expense
2. Choose expenses to bill
3. Amounts populate automatically

Step 4: Preview

Click Preview to see the invoice as the client will see it. Uses your Accounting Template.

Step 5: Send Invoice

1. Click Send
2. Choose delivery method:
   • Email — sends directly to client
   • PDF — download PDF to send manually
   • Link — generate a payment link

Step 6: Track Payment

When payment arrives:

1. Open the invoice
2. Click Record Payment
3. Enter amount received
4. Status updates automatically

Invoice Statuses

Next Steps

• CRM Contacts Tutorial
• Invoicing Feature
• Invoice Endpoints