This template integrates with Pop Invoice but can also be used independently as a standalone tool. Use it to create, organise, and track your invoices. When connected to Pop Invoice, you can also generate PDF invoices, email them directly to your clients, and have unpaid invoices automatically chased up.

📽️ Here’s a step-by-step guide to using this template and creating invoices with Pop Invoice

https://youtu.be/SEJ4KYopU98?si=NLGF2acPpVNtnuRd

Creating an Invoice

1. In the Invoice database, add a new record and complete the following:
   • Client: Select or add the client for the invoice.
   • Tax %: Add the tax percentage, if applicable.
2. In body of the invoice record, fill in the goods and services database:
   • Description: Add a description of each item or service.
   • Price: Enter the price for each item.
   • Quantity: Specify the quantity.
   • Sort Order (optional): Add a number to order items on the invoice.
3. The invoice is now complete; the total and tax will be calculated for you.
4. Set the Status property to Ready so Pop Invoice can generate the PDF.