How to Create an Invoice

Creating an invoice in MyBillDash takes less than a minute once your client is saved. Here's the full walkthrough.

Step 1 — Click "New Invoice"

From the dashboard or the Invoices section, click + New Invoice.

[Screenshot: Dashboard with New Invoice button highlighted]

Step 2 — Select Your Client

Start typing the client's name in the Client field and select them from the dropdown. Their billing address fills in automatically.

If this is a new client, click Add new client to create them on the spot.

[Screenshot: Client field with dropdown showing]

Step 3 — Set the Invoice Date and Due Date

The invoice date defaults to today. Set a Due Date — e.g. 14 or 30 days from today — so your client knows when payment is expected.

[Screenshot: Invoice date and due date fields]

Step 4 — Add Line Items

Click Add Item and fill in:

• Description — what you did or supplied
• Quantity — hours, units, or just 1
• Unit price — rate per unit
• GST — tick if this item is taxable (15% for NZ, 10% for AU)

The line total and invoice total update automatically. Add as many items as you need.

[Screenshot: Line items filled in with totals showing]

Step 5 — Add a Note (optional)

Use the Notes field for anything your client needs to know — payment instructions, project reference numbers, or a thank-you message.

Step 6 — Save and Send

Click Save Invoice to save a draft, or Save & Send to email it to your client straight away. You can also download a PDF to send yourself.

[Screenshot: Save and Send button, and PDF download link]

Tip: Once an invoice is sent, change its status to Paid when the money arrives — MyBillDash tracks your outstanding balance automatically.