Create Your First Invoice

Two Ways to Create an Invoice

Option 1: From an Estimate

This is the quickest method when you've already created an estimate for the job.

1. Open the estimate from the Estimates page
2. Click Convert to Invoice
3. Review the details – line items are automatically populated
4. Adjust anything that needs changing
5. Click Create Invoice

Option 2: From Blank

Creating an invoice from scratch when you don't have an existing estimate.

1. Click Invoices in the sidebar navigation
2. Click New Invoice
3. Fill in the details manually
4. Click Create Invoice

Invoice Details

Client Information

Select an existing client or create a new one. The client's details will appear on the invoice.

Dates

• Date Issued – Defaults to today, but you can change it
• Due Date – When payment is expected (default is 14 days from issue)

Project (Optional)

Link the invoice to a project if you're using project management.

Line Items

If you're creating from an estimate, line items are pre-filled. Otherwise, add them manually:

• Description – What the charge is for
• Quantity – How many units
• Unit – Measurement type (each, hours, m², etc.)
• Rate – Price per unit
• Amount – Automatically calculated (quantity × rate)

Click Add Item to add more line items.

Invoice Display Options

Control what the client sees on the invoice:

• Show Quantities – Display the quantity column
• Show Rates – Display the unit rate column

If both are hidden, the client sees only descriptions and amounts.

Totals and Tax

The invoice automatically calculates:

• Subtotal – Sum of all line items
• GST – Tax at 10% (Australian default)
• Total – Final amount including tax

Saving and Sending

Save as Draft

Click Save to save the invoice without sending. It will appear in your invoices list as a draft.

Send to Client

Once ready, send the invoice directly to your client via email.

Invoice Status

Invoices move through these statuses:

• Draft – Not yet sent
• Sent – Emailed to client
• Paid – Payment received
• Overdue – Past due date
• Cancelled – Invoice cancelled

Syncing with Xero

If you use Xero for accounting, you can sync your invoices automatically.

Once connected, invoices you create in the app can be pushed to Xero. Payment status syncs back, so when a client pays through Xero, the invoice updates here too.

For setup instructions, see Xero Integration.

Tips

• Progress invoices – For larger jobs, create multiple invoices at different stages (deposit, progress payment, final payment)
• Match to estimate – When creating from an estimate, you can adjust quantities or remove items if the final scope changed
• Keep records – All invoices are saved and searchable from the Invoices page

What's Next?

You've completed the Getting Started guide. To get more from Sammy, explore Personalising Sammy to fine-tune how estimates are generated for your business.