Create an invoice
Create a draft customer invoice with the correct currency, dates, items, taxes and payment methods.
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Watch this workflow
Follow real application screens at your own pace, with English captions and a matching written guide.
Create and save a draft invoice
Create a draft invoice in Pixie CRM with live clicks. Select the customer, review dates and GBP currency, add a reusable service item and verify the saved draft.
Recorded in a demonstration workspace; available options depend on your plan and permissions.
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CRM workspace → Invoices → New invoice
Before you start
- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.
Follow the steps
- Open Invoices and choose New invoice. Select Customer and, if applicable, the customer's Project.
- Check the billing and shipping addresses, invoice number, Invoice date and Due date.
- Review Currency, Allowed payment modes and Sale agent. Set recurring billing only when the invoice should repeat.
- Select or enter each item, review its description, quantity, unit, rate and tax, and add the item to the invoice table.
- Check subtotal, discount, adjustment and total. Add Client note and Terms as required; keep internal comments in Admin note.
- Choose Save as draft to review the invoice first. Use Save and send only after reviewing the customer and document.
Check the result
- Reopen the draft and confirm the customer, currency, dates, item rows and final total. Saving a draft does not record a payment.
If something is different
An option is missing
Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.
A field will not save
Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.