Official Guide

Invoices - New Revamped UI

We’ve revamped the invoice design with a fresh layout, featuring a preview on the right side and editing options on the left. This makes it super easy for users to start and send their first invoice.

1. Access the New Design

Click the banner at the top of the invoice page to switch to the new layout. Make sure to enable it from the Labs section.
[IMAGE PLACEHOLDER]

2. Editing Your Invoice

On the left side, fill in your invoice details such as customer information, line items, and totals. Use the toolbar to add elements like Late Fees, Tips, and Payment Schedules, which are still fully functional and available.
[IMAGE PLACEHOLDER]

3. Inline Product Addition

Now you can simply type in a product's name and hit enter to add it on the go making it super simple to send an invoice quickly.
[IMAGE PLACEHOLDER]

4. Previewing Changes

As you make edits, the real-time preview on the right side updates automatically, allowing you to see how the invoice will look for your customers.
[IMAGE PLACEHOLDER]

5. Final Review and Save

Once you’ve completed your invoice, review the preview for any last-minute changes, and click 'Save' to finalize and send it out.

Search Tags

Tags: invoices, revamped ui, invoice builder, preview invoice, inline product addition

Need immediate assistance?

If you need help with this topic right away, our support team is ready to assist you.