Create and Send an Invoice

Creating a professional invoice in Gimbla is simple. This guide will walk you through filling out the invoice form and sending it to your clients. You can send invoices as a PDF attachment or as a secure web link your customer can view online.

🧭 Navigation Menu

📝 Fill in the Invoice Details

You will now see the "Add Invoice" form. Here’s a breakdown of each section:

Customer & Dates

• Bill To: Select the customer you are invoicing from your list. If they are a new customer, you can add them here.
• Issue Date: This is the date the invoice is created. It defaults to today's date, but you can change it using the calendar icon.
• Due Date: Select when the payment is due. You can pick a date from the calendar or set default payment terms (e.g., "Net 30") in the More tab.
• Reference (Optional): Use this field for a Purchase Order (PO) number or any other internal reference code.

Line Items

This is the main body of your invoice where you list the products or services you are charging for.

• Item Title & Description: Enter the name of the product or service. Use the description field for more detail.
• Qty & Price: Enter the quantity and the price per unit.
• Tax: Select the appropriate tax rate for the line item.
• Click Add Line + to add more products or services to the invoice.

Notes

• Your bank account details for direct deposit.
• A personal thank-you message.
• Specific project notes or terms.

🏁 Finalize and Send Your Invoice

Once you have filled in all the details, use the buttons at the bottom:

• Preview: See exactly what your customer will see before you send it.
• Create: Save the invoice in your system. You can then send it later.
• Create & Send (Dropdown): Use the dropdown arrow next to the "Create" button for options to save and immediately send the invoice via email.