Ofivio App — Complete Guide · Finance

Creating Invoices

Create, send, and track invoices

Creating Invoices

1. Go to Finance → Invoices — Click "Create Invoice"
2. Select Client — Pick from your client list. Their details auto-fill.
3. Add Line Items — Description, quantity, unit price. Total calculated. Add as many items as needed.
4. Set Payment Terms — Due date, tax %, currency. Net 30 is default.
5. Save as Draft or Send — Draft = editable. Send = client gets notified and invoice is locked.

Draft → Sent → Viewed → Paid

Invoices can also become Overdue if not paid by the due date. The system tracks this automatically and alerts you.

← Back to Ofivio App — Complete Guide