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Create Invoice
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Fast Invoicing β’ BillBeam
Create a New Invoice with
BillBeam
Pick a client, add your services, choose an invoice style, and save a version that is ready to send, download, or collect online.
View Invoice History
Client
New or existing
Preview
Before saving
Portal
Client-ready
Recommended flow
Keep each invoice clear, simple, and easy to pay. A strong flow here improves brand perception and reduces payment delays.
1
Choose an existing client or create a new one with the right email.
2
Add line items with clear descriptions and exact amounts.
3
Use preview before saving to review how your client will see it.
New Invoice
Fill in the key details, review your line items, and generate a polished invoice in minutes.
Client
Select an existing client or add a new one for this invoice.
Existing Client (optional)
-- Select existing client --
Choose a saved client or create a new one just below.
New Client Name
Client Email
Company (optional)
Phone (optional)
Address (optional)
Client Notes (optional)
Invoice Details
Add useful context and clear payment expectations.
Invoice Notes (optional)
Payment Terms
Attachments (optional)
Add photos or screenshots related to the work, order, or approval.
Photos
On mobile you can use your camera or choose images from your photo library.
Line Items
Add at least one service or product. Keep descriptions clear to avoid unnecessary questions.
You can add or remove rows as needed.
+ Add line item
Description
Amount
Client Signature (optional)
Use it for quick on-site approvals or as a visual backup for completed work.
Sign with your finger or mouse.
Clear
Invoice style
This affects the visual style of the PDF and the client-facing invoice view.
Choose a style
Modern Clean (default)
Minimal Grey
Bold Accent
Playful / Doodle
Pick a style that fits your brand and the type of client you invoice most often.
Cancel
Preview Invoice
Save Invoice
BillBeam
What makes a great invoice
The right client and a clear description speed up payment.
Short notes and simple terms reduce friction.
Preview helps you catch mistakes before sending.
Your current setup
Business:
BillBeam
Email:
Not set
Suggested style:
Modern Clean
Update these values in Settings so your invoices come out ready with less manual work.
+
Welcome to BillBeam β‘
Your new command center for clean, fast invoices.
Let's Go
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BillBeam Assistant
Ask about invoices, clients, or workflows.
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Hi owner@example.com π
Ask me how to set up invoices, chase overdue payments, or read your dashboard.
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