> ## Documentation Index
> Fetch the complete documentation index at: https://docs.amdital.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Sending Invoices

> How to create, customize, and send professional invoices to clients.

<h2>Overview</h2>
<p>Navigate to Finance → Invoices and click New Invoice.</p>
<h3>Highlights</h3>

<ul>
  <li>
    Fill in the client, invoice number (auto-generated), issue date, due date, and line items with
    descriptions and unit prices.
  </li>

  <li>Add a tax rate if applicable.</li>
  <li>Click Save as Draft or Save & Send.</li>
  <li>On the invoice detail page, download as PDF or send via email directly.</li>

  <li>
    For recurring clients, enable recurring billing and set the frequency (weekly, biweekly,
    monthly, quarterly, annually).
  </li>

  <li>
    Record payments from clients using the Record Payment button, and the invoice status updates to
    Partially Paid or Paid automatically.
  </li>
</ul>


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