Create Your First Invoice

This walkthrough follows Corinthian’s invoice workflow from client creation to a saved invoice. It avoids old navigation labels and unsupported send steps.

Before You Start

• confirm the workspace defaults you want under Settings → Invoicing, Tax, and Payments
• make sure the client record exists in Clients

1. Create or Verify the Client

1. Open Clients.
2. Create the client if it does not exist yet.
3. Verify the billing email and client name are correct before you invoice them.

2. Draft the Invoice

1. Open Create invoice.
2. Select the client.
3. Add the line items and pricing.
4. Set the due date and notes.
5. Review the totals and invoice preview.

3. Confirm Defaults

Before you treat the invoice as ready, verify:

• reminder timing matches the current workspace defaults
• tax behavior is correct
• payment instructions still match the way you want the client to pay
• branding looks correct in the preview

4. Save and Continue Operationally

Save the invoice and then use the next product areas around it:

• Invoices to review saved invoice state
• Inbox to handle replies and follow-up work
• Apps if Stripe connection state matters for the workspace

Related Guides

• Accept Payments
• Automation and Recurring Billing
• Invoice Status Lifecycle