How to Create Your First Invoice

A step-by-step walkthrough of the guest invoice builder — no account required.

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Step 1 of 7

Start Your Free Session

Click "Create New Invoice" from the homepage — no account, no email, no password. InvoiceFlow gives you a temporary session that lasts 1 hour, shown as a countdown in the corner. You can create up to 3 invoices per session.

Session expires in 59:47
3 of 3 guest invoices remaining
Step 2 of 7

Add Your Business Info

Enter your business name, email, phone and address. This is saved for the rest of your session, so you only fill it in once. Every invoice you create afterward reuses it automatically.

Acme Studio
hello@acmestudio.com
+1 202-555-0148
Step 3 of 7

Choose or Add a Customer

Pick an existing customer from this session, or select "+ Add New Customer" to enter their name, email, phone and address inline. Once added, they'll appear in the dropdown for your next invoice too.

James Carter
Name, email, phone, address…
Step 4 of 7

Add Products or Services

Add a line for each product or service: pick one you've already used this session, or type a new name, unit price, unit (e.g. "hr", "project") and quantity. The line total updates instantly.

ProductPriceQtyTotal
Web Design$5001$500
Logo & Branding$1502$300
+ Add Product / Service
Step 5 of 7

Set Dates, Tax & Notes

Set the issue date, due date and an overall tax rate. The subtotal, tax and grand total are calculated live in the summary panel. Add any notes your customer should see.

Jul 16, 2026
Jul 30, 2026
10%
Thank you for your business!
Step 6 of 7

Save & Preview

Save your invoice as a Draft or mark it Sent. Guest invoices carry a small InvoiceFlow watermark and don't include a payment link — both come with a paid subscription.

Subtotal$800.00
Tax (10%)$80.00
Total$880.00
Save & Preview
Step 7 of 7

Download, Print or Send

From the invoice preview: download the PDF, print it, email it straight to your customer, or delete it. Everything you create is listed under "Recent Invoices" on the homepage until your session expires.

InvoiceFlow
Edit Download Print Send Delete