SpiralHQ
Help centreGetting StartedHow to create an invoice

How to create an invoice

Draft, approve, and send invoices in Spiral.

Updated 12 Jan 20261 min read

Start from the Invoices tab and choose New Invoice. Add line items, payment terms, and due dates. Draft invoices can be edited until they are sent.

Steps

  • Open the Invoices tab and choose New Invoice
  • Add line items with quantity, price and VAT rate
  • Set payment terms and a due date
  • Review the draft, then send — it locks once it's sent
Was this article helpful?
More in Getting Started