In your WordPress Dashboard, hover over the Invoices menu option on the left side toolbar and click Add Invoice
Under Add New Invoice, fill out the following:
Input a Title of your choice
Click the + Add button to add custom line items to the invoice and select accordingly (Task, Service, Product, ) NOTE: Use the Saved Items drop-down menu instead to add pre-defined line items to invoices
Input text for the newly added line-item (ie, product or service to be billed)
Set the SKU, Price, and Qty fields for the line-term
Click Save TIP: Click Save after every new line-item is added!
Scroll down to the Invoice Information section
Select Edit next to the Due by field and set the appropriate due date
Click OK when finished
Select Edit next to the Invoice for Client field
Use the drop-down menu to select an existing client or the blue "+" sign to create a new client
If creating a new client, fill out the client details pop-up window with as much information as able and click Save TIP: Having a client already created or creating one allows an invoice to be mapped to a user
Scroll down to the Send Invoice section
Review the Sender field for accuracy
Review the recipient's field for accuracy
Check the Send me a copy box if wanted
Input any relevant notes for the client receiving the invoice
Click Send Invoice
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