# 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**.

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

#### Basic 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](https://docs.finix.com/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.

| 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

| 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](https://docs.finix.com/low-code-no-code/invoices/payment-methods-for-invoices) buyers can use. |
| **Partial Payments**         | Allow buyers to pay in installments. See [Accepting Partial Payments](https://docs.finix.com/low-code-no-code/invoices/accepting-partial-payments). |

#### 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

| 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](https://docs.finix.com/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.

### Invoice Details Page

From the invoice details page, you can:

- [Share the invoice](https://docs.finix.com/low-code-no-code/invoices/invoices-quickstart#step-2-share-the-invoice).
- Edit the invoice.
- Void the invoice.
- Download the invoice as a PDF.

To access additional options, click the **...** 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](https://docs.finix.com/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

### 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

## Real-Time Updates with Webhooks

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

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