# Invoices Quickstart

Learn how to quickly create invoices with the Finix Dashboard.

## Step 1: Create an Invoice

### Navigate to Invoices

1. In the Dashboard, expand **Payment Tools** in the left navigation.
2. Click **Invoices**.
3. Click **Create Invoice**.


Create Invoice
The creation form displays with a live preview that updates as you fill out each section.

Invoice Creation Form
#### Basic Information

Basic Invoice Information
| Field | Description |
|  --- | --- |
| **Invoice Name** | Internal label to identify the invoice in your records. Not visible to buyers. |
| **Invoice Date** | The date the invoice was issued. Defaults to today but can be customized. |
| **Due Date** | When payment is expected. Select a preset number of days or enter a custom date. |


#### Buyer Information

| Field | Description |
|  --- | --- |
| **Select or Create Buyer** | Choose an existing buyer from your records or add a new one. |
| **Buyer Details** | Name, email, phone, and billing address. |
| **Buyer Type** | Individual or business. |


Click the Pencil icon to edit buyer information after selection.

#### Delivery Options

| Option | Description |
|  --- | --- |
| **Email Invoice** | Automatically send the invoice to the buyer's email address when created. |
| **Additional Recipients** | Send to multiple email addresses (separate with enter, space, or tab). |
| **Manual Delivery** | Skip automatic sending and [share the link manually](/low-code-no-code/invoices/sharing-invoices#sharing-an-invoice-after-its-created) later. |


#### Line Items

Add one or more items you're invoicing for.

Line Items
| Field | Description |
|  --- | --- |
| **Product/Service Name** | What you're charging for. |
| **Unit Price** | Cost per unit. |
| **Quantity** (optional) | Number of units. |
| **Description** (optional) | Additional details about the item. |
| **Per-Unit Discount** (optional) | Discount applied to this line item. |
| **Item Code** (optional) | Internal reference code for your records. |


Click **Add another item** to include additional line items.

#### Transaction Options

Transaction Options
| Field | Description |
|  --- | --- |
| **Additional Discount** | Discount applied to the entire invoice total. |
| **Shipping Amount** | Delivery costs. |
| **Sales Tax** | Tax amount for the transaction. |
| **Terms of Service URL** | Link to your terms displayed on the payment page. |


#### Payment Options

| Option | Description |
|  --- | --- |
| **Allowed Payment Methods** | Select which [payment methods](/low-code-no-code/invoices/payment-methods-for-invoices) buyers can use. |
| **Partial Payments** | Allow buyers to pay in installments. See [Accepting Partial Payments](/low-code-no-code/invoices/accepting-partial-payments). |


#### Additional Invoice Details

Additional Invoice Details
| Field | Description |
|  --- | --- |
| **Shipping Address** | Where physical goods should be delivered, if applicable. |
| **Custom Fields** | Add fields like account number or project ID that appear on the invoice. |
| **Footer/Memo** | Personal message, payment terms, or additional instructions at the bottom of the invoice. |


#### Notification Options

Notification Options
| Option | Description |
|  --- | --- |
| **Payment Confirmation Email** | Automatically send the buyer a receipt after each payment. |
| **Copy Recipients** | Send receipt copies to yourself or additional recipients. |


#### Custom Branding

Customize colors, logos, and styles. For details, see [Customize Branding](/low-code-no-code/invoices/customize-branding).

### Create the Invoice

Click **Create and Send Invoice** to finalize. The invoice will be created and delivered according to your delivery options.

Create and Send Invoice
### Invoice Details Page

From the invoice details page, you can:

- [Share the invoice](#step-2-share-the-invoice).
- Edit the invoice.
- Void the invoice.
- Download the invoice as a PDF.


To access additional options, click the **...** menu.

Invoice Details Page Options Menu
## Step 2: Share the Invoice

After creating your invoice, share it with buyers. Options include:

- **Automatic email**: If you selected "Email Invoice" during creation, it's already sent.
- **Manual sharing**: Copy the payment link, send via email, or generate a QR code.
- **Download PDF**: Send the invoice as a PDF attachment.


For detailed instructions, see [Sharing Invoices](/low-code-no-code/invoices/sharing-invoices).

## Step 3: Track the Invoice

Monitor invoice status and view payment activity from the Dashboard. After a buyer makes a payment, you can:

- View payment confirmation
- Track partial payments
- Access transaction details
- Download receipts


Invoice Details Page
### Payment Attempts Tab

The Payment Attempts tab shows all payment activity on the invoice:

- Filter by status (Succeeded, Failed, Pending, Canceled)
- View payment amount, method, and timestamp
- See masked card number and card type


Invoice Details Page Payment Attempts Tab
## Real-Time Updates with Webhooks

Integrate [webhooks](/additional-resources/developers/webhooks/webhook-events) to receive real-time notifications when:

- An invoice is paid.
- A payment fails.
- A partial payment is received.