Creating an invoice on Cordlo is a streamlined process that allows you to customize every detail of a transaction to meet the needs of any business type.

1. Accessing the Create Invoice Page

• Log in to your Cordlo account.

• Select the Business workspace you want to use.

• From the sidebar menu, click on Invoices.

• Click the Add Invoice button at the top right of the page.

2. Setting Up the Header (Customer & Basic Info)

The top section of the invoice creation form establishes who is being billed and the basic parameters of the document:

• Select Customer: Click the “Select Customer” dropdown to choose an existing client. If the customer is new, you can add them directly from this dropdown by clicking “Add New Customer”.

• Invoice Number: This is automatically generated based on your sequential settings but can be manually overridden if your business uses a specific numbering system (e.g., INV-2024-001).

• Reference: (Optional) Enter a Purchase Order (PO) number or internal project code to help your customer track the payment.

• Issue Date: Defaults to today’s date but can be set to a past or future date.

• Due Date: Set the deadline for payment. For corporate offices, this is often set to NET 30 or NET 60 days.

• Currency: Select the currency for this specific invoice. You can choose from your business’s preferred currencies.

3. Adding Line Items (Products & Services)

This is the core of your invoice where you list what you are charging for:

• Pulling from Catalog: Click Add Item to select pre-saved products or services from your Catalog.

• Manual Entry: You can also type directly into the item name and description fields for one-time services or bespoke agency work.

• Quantity and Price: Enter the number of units and the unit price. Cordlo will automatically calculate the Amount for each line.

• Adding Rows: Click the + or Add Row button to include multiple items on a single invoice.

4. Applying Taxes and Extra Charges

To ensure your total is accurate for accounting and tax compliance:

• Apply Taxes: Select applicable tax rates (e.g., VAT, Sales Tax) from your pre-defined list in the summary section.

• Add Extra Charges: If you need to add fees for shipping, handling, or agency service fees, select them from the Extra Charges dropdown. These can be fixed amounts or percentages.

5. Adding Notes and Terms

Professionalize your invoice with clear communication:

• Notes: Add a personal message or specific details about the work performed (e.g., “Thank you for your business!”).

• Terms and Conditions: Enter your payment terms, late fee policies, or project-specific conditions. These will appear at the bottom of the invoice.

6. Reviewing and Finalizing

Before saving or sending, review the generated summary:

• Subtotal: The sum of all line items before taxes and charges.

• Total Tax: The calculated amount based on your selected rates.

• Grand Total: The final amount the customer is required to pay.

Final Actions:

• Save as Draft: If you aren’t ready to send the invoice, save it to return to later.

• Save and Send: Finalize the invoice and immediately email it to the customer.

• Preview: Click the Preview button to see exactly how the invoice will look to your customer, including your logo and signature.

7. Pro Tips for Different Business Types

• For Agencies: Use the “Description” field on line items to provide a detailed breakdown of hours worked or specific milestones achieved.

• For Corporate Offices: Always ensure the Reference field contains the customer’s required PO number to prevent payment delays.

• For Local Businesses: Add a clear Signature in Settings > Design to make your physical or digital copies feel more authentic.