Create Your First Invoice
Conduitt helps you create an invoice and keep the operational context attached after it leaves draft: client details, line items, payment settings, reminders, and follow-up history.
1. Set up the workspace basics
Before creating the invoice, confirm the workspace information that will appear on customer-facing documents:
- business name and sender details
- invoice numbering preferences
- payment terms
- tax defaults, if your workspace uses them
- payment instructions or Stripe connection
These settings keep each invoice consistent and reduce cleanup later.
2. Add or choose a client
Create the client record before you build the invoice. Store the billing email, address, payment terms, and any team context your operators need during follow-up.
Client records make future invoices faster because your team can reuse the same verified billing identity instead of retyping it every time.
3. Build the invoice
Open the invoice builder and add:
- invoice date and due date
- line items from the product catalog or manual entries
- quantities, unit prices, discounts, and tax fields
- notes or payment instructions
- the template and brand settings for the document
Review the calculated totals before moving the invoice out of draft.
4. Review delivery and payment context
If Stripe is connected, confirm the invoice has the right online payment path. If the customer will pay by bank transfer or another offline method, add clear payment instructions.
When workspace email is configured, Conduitt can keep delivery and follow-up context tied to the invoice thread. If your team sends outside Conduitt, export the PDF and keep the thread updated so ownership remains clear.
5. Track what happens next
After the invoice is sent or shared, use the invoice timeline and inbox views to track payment status, reminder history, internal notes, and assigned follow-up work.
The goal is simple: when a teammate opens the invoice later, they should not need a recap call to understand the account.