Tutorial

How to create an invoice online in six steps

Follow the CatInvoice 2 workflow on desktop or mobile: enter details, review the preview, save a record and download a PDF. Use the worked example below to check your invoice.

Create invoice

CatInvoice 2 desktop editor with invoice details on the left and white invoice paper on a warm dotted canvas — CatInvoice 2: edit details on the left and review the invoice on the right. On mobile, switch between Edit and Preview. Tap the image to enlarge.

Open the invoice editor

Open the editor to continue your current draft or begin an invoice. To replace a draft, choose More → New invoice and confirm. No account is needed.

Start with the three essentials

Add your business or name, the client name, and one described line item with a quantity and rate.

Watch the readiness guide

Download PDF and Print invoice become available when the invoice is ready. The missing-information prompt takes you to the next field to complete; Save to library also checks these requirements.

Add your business and client

On desktop, use the Business and Client sections on the left or type directly on the invoice. On mobile, enter details in Edit; Preview is for reviewing the document.

Your side

Add a business name, sender name, email, phone, address and tax ID. Expand Document options below the fields to add or remove your logo.

Their side

Add the client name, email, phone and billing address. Enable Ship-to in Document options to enter a separate shipping address.

Describe the work and set the price

Add one row for each service, product, material, fee, or milestone the client should understand.

Write a useful description

Use language the client can connect to the agreed work, such as “Homepage design” or “On-site repair — 3 hours.”

Enter quantity and rate

Enter the number of hours, units or items and the price for each. CatInvoice recalculates every line amount. Add or remove rows to match the work you are billing.

Set dates, currency, and adjustments

Use the Dates and Taxes sections for the details that affect when and how much the client pays.

Dates and references

Check the invoice number and issue date, then add a due date, P.O. number, or payment terms if required.

Money details

Choose the currency, then add tax, a percentage or fixed discount, shipping, and any amount already paid.

Choose the presentation and review

Use the template selector above the workspace to switch layouts without losing invoice data. On mobile, tap Preview, use Fit for the page overview or 100% for details, and return to Edit to make changes.

Check the story of the invoice

Confirm who is billing whom, what was supplied, the dates, the total, the balance, and how the client should pay.

Check optional sections

Review the logo, shipping address, notes, terms, payment instructions, pay-online link, and payment watermark.

Save, download, print, or email

Choose the output that matches how you work and keep a record if you will need the invoice again.

Save locally

The current draft saves automatically, but it is separate from your invoice library. Choose Save to library, or More → Save to library on mobile, to keep a record. After editing an existing saved invoice, save it again to update that record.

Deliver the document

Choose Download PDF, More → Print invoice, or More → Open email draft. The email action needs a client email address and does not attach the PDF; download and attach it yourself. The PDF shortcut is Ctrl+Shift+D on Windows/Linux or Command+Shift+D on Mac.

Example: a freelance design invoice

Two hours of logo refinements and three social graphics total $300. With a $100 deposit already paid, the remaining balance is $200.

Invoice CI-1042 · USD · No tax, discount or shipping in this example
Work	Quantity	Rate	Amount
Logo refinements (hours)	2	$75.00	$150.00
Social media graphics	3	$50.00	$150.00
Invoice total			$300.00
Amount paid			$100.00
Balance due			$200.00

Use the descriptions and prices agreed with your client. Add a due date and payment instructions before sending your own invoice. Read payment-term examples and due-date calculations.

Check your invoice before sending it

Confirm the business and client names, invoice number, date, line descriptions, quantities, rates, currency and balance due. Add a clear due date and the payment instructions agreed with your client. Download the PDF, open it and check that the complete invoice is readable before attaching it to your email.

Create your own invoice online

No signup. No subscription. No watermark.

Create invoice Read the tutorial