How to Create an Invoice on Cordlo

In this guide, we’ll show you how to easily create and send an invoice using Cordlo.

Whether you’re a freelancer, small business owner, or service provider, Cordlo makes it super simple to send professional invoices in just a few clicks.

Let’s get started!

Step 1: Sign Up or Log In to Cordlo

If you’re new to Cordlo, the first thing you need to do is sign up for an account.

• Go to the Cordlo website.
• Click the “Get Started” or “Sign In” button.
• Fill in your business or personal details.

If you already have an account, just click “Sign In” and enter your email and password.

 

 

Step 2: Go to the Invoices Page

From the dashboard, look at the left-hand menu and click on “Invoices.”

This will take you to the Invoices page, where you can see a list of all your invoices.

At the top right of the Invoices page, click on the “Add Invoice” button.

This will take you to the invoice editor — where the magic happens.

 

Step 3: Fill Out Your Invoice Details

Here, you’ll customize your invoice with all the important information:

• Invoice Number: You can change this to match your own numbering system.
• Due Date: Choose when the payment should be made.
• Currency: Select the currency for the invoice.
• Customer: Add a new customer or select one from your existing list.
• Items: Add each product or service you’re billing for.
  • Include quantity, rate, and description.
• Tax & Extra Charges: Apply tax rates or add other charges like shipping or handling.
• Discount: Add any discount you’re offering.
• Signature: Upload or insert your saved digital signature.
• Footer Note: Include payment instructions, thank-you notes, or terms.

Take your time to review everything to make sure it looks just right.

Step 4: Save or Send the Invoice

Once your invoice is ready, you have two options:

• Click “Save and Continue” to keep it as a draft.
• Or click the dropdown arrow beside the save button and choose “Save and Send Invoice.”

If you send it, Cordlo will email the invoice directly to your customer.

Step 5: View Your Invoice

After saving or sending the invoice, you’ll be redirected to the Invoice Detail Page.

From here, you can:

• Preview the invoice
• Download it as a PDF
• Edit or update any part of it
• Resend to your customer

🎉 And That’s It!

You’ve just created a professional invoice with Cordlo!

Cordlo makes invoicing super easy, even if you’re not a tech expert. Now you can get paid faster and keep your business running smoothly.