# Tutorial: Invoice Creation {#tutorial-invoice-creation}


Create and send professional invoices step by step.


## Step 1: Create an Invoice {#step-1-create-an-invoice}


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


## Step 2: Fill Invoice Details {#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 {#step-3-add-line-items}


Click **Add Item** for each billable entry:


### From Time Logs {#from-time-logs}


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


### Manual Items {#manual-items}


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


### From Expenses {#from-expenses}


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


## Step 4: Preview {#step-4-preview}


Click **Preview** to see the invoice as the client will see it. Uses your [Accounting Template](https://sourcey-gauzy.pages.dev/features/accounting-templates/index.md).


## Step 5: Send Invoice {#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 {#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 {#invoice-statuses}






```mermaid
stateDiagram-v2
    [*] --> Draft
    Draft --> Sent: Send to client
    Sent --> Viewed: Client opens
    Viewed --> Accepted: Client accepts
    Accepted --> Paid: Payment received
    Sent --> Overdue: Past due date
    Viewed --> Overdue: Past due date
    Sent --> PartiallyPaid: Partial payment
    PartiallyPaid --> Paid: Remaining paid
```






## Next Steps {#next-steps}


- [CRM Contacts Tutorial](https://sourcey-gauzy.pages.dev/tutorials/crm-contacts-tutorial/index.md)
- [Invoicing Feature](https://sourcey-gauzy.pages.dev/features/invoicing/index.md)
- [Invoice Endpoints](https://sourcey-gauzy.pages.dev/api/invoice-endpoints/index.md)