Creating your first invoice in FinovaOS takes under 2 minutes. Here's exactly how to do it.
1
From your dashboard, click Sales → New Invoice or press the + button in the top bar.
2
Select or create a customer. Type their name and FinovaOS will search your existing customers. If new, click 'Add Customer'.
3
Set the invoice date and due date.
4
Add line items — product or service name, quantity, unit price, and tax rate.
5
Add any notes or payment terms at the bottom (e.g., 'Payment due within 30 days').
6
Click Save & Preview to see how it looks, then Send Invoice to email it directly to your customer.
💡Tip: You can save invoices as drafts and come back to them later. They won't post to your ledger until you mark them as sent.