Create an Invoice

Create invoices from the Product Store, add customer details and line items, then save as draft or send immediately.

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Prerequisites

Before you begin, make sure you have:

• An active Bila business account with the Product Store enabled
• Your customer’s name, email, and phone number
• At least one product in your catalogue (or a custom line item ready)

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Step 1: Open the Invoices Page

1. Click Product Store in the left sidebar.
2. Select the Invoices tab at the top.

You will see a summary card showing today’s outstanding balance and a table of all your invoices. Use the search bar to find invoices by number, customer name, email, or phone. Toggle Due only to show invoices with an outstanding balance.

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Step 2: Start a New Invoice

Click New invoice. The next invoice number is assigned automatically (e.g. INV-2026-0001).

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Customer details

Fill in the required fields:

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Step 3: Add Line Items

Add what you are billing for:

• + Add product pulls in a product from your catalogue with its image, name, description, and price
• + Custom line adds a one-off item with a custom name and amount

Each line item has Qty, Unit price, and an optional Discount % applied per item.

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Step 4: Review Totals

The totals section calculates automatically:

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Step 5: Set Invoice Details

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Step 6: Save or Send

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Next Steps