Create an invoice | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/create-an-invoice
Publisher: Pixie Technologies LLC

Pixie CRM guide
Create an invoice

Create a draft customer invoice with the correct currency, dates, items, taxes and payment methods.

Reviewed 8 November 2026; Current CRM forms; 

Where to go
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.

Continue with related guidance

Create products and services (https://pixiecrm.com/help-centre/create-products-and-services)Edit a draft invoice (https://pixiecrm.com/help-centre/edit-a-draft-invoice)Send an invoice to a customer (https://pixiecrm.com/help-centre/send-an-invoice-to-a-customer)Browse Invoices, payments and credit notes (https://pixiecrm.com/help-centre/category/invoices-payments)