Creating Your First Invoice

Creating Professional Invoices

TallySpark makes it easy to create professional invoices that get you paid faster. Follow this guide to create and send your first invoice.

Starting a New Invoice

1. Click Invoices in the main navigation
2. Click the Create Invoice button
3. You'll be taken to the invoice creation form

Selecting Your Client

Choose the client you're invoicing:

• Use the client dropdown to select an existing client
• Or click Add Client to create one on the fly (see Adding & Managing Clients)
• The client's billing details will automatically populate

Adding Line Items

Add products, services, or custom items:

• From Catalog - Select from your saved products/services
• Custom Item - Enter a one-time item with description and price
• Quantity - Set the quantity for each line item
• Discount - Apply percentage or fixed discounts if needed

Invoice Details

Complete the invoice information:

• Invoice Number - Auto-generated or custom
• Invoice Date - When the invoice is issued
• Due Date - When payment is expected
• Reference/PO Number - Client's purchase order number

Adding Notes and Terms

• Notes - Add any special instructions or information
• Payment Terms - Specify accepted payment methods
• Late Fee Policy - Optional late payment terms

Previewing Your Invoice

Before sending, preview your invoice to ensure everything looks correct:

• Check all amounts and calculations
• Verify client details are correct
• Review your branding and layout

Sending the Invoice

When you're ready to send:

1. Click Send Invoice
2. Review the email preview
3. Customize the message if needed
4. Click Send to deliver to your client

Tip: If you have Stripe connected, your client can pay directly from the invoice email with a credit card.