How to Create an Invoice in LoomMate?

Invoices are essential for tracking sales and ensuring timely payments from clients. LoomMate makes creating and managing invoices quick, accurate, and linked directly to your orders.

Video Walkthrough

(Watch the video below for a complete step-by-step tutorial. Prefer reading? Continue with the guide.)

Step-by-Step Guide to Creating an Invoice

Step 1: Open the Invoice Section

From the Dashboard, go to Finance → Invoices.
Click on + Create New Invoice.

Step 2: Select the Client

Choose the client from your Clients List.
If it’s a new client, add them first using + Add New Client.

Step 3: Add Order Details

Select the Sell Order(s) to link with this invoice.
The items, quantity, and price will automatically populate from the order.

Step 4: Add Additional Charges (if any)

You can include:
- Taxes (GST, VAT, etc.)
- Discounts
- Shipping / Handling Charges

Step 5: Review & Confirm

Verify all details: client info, items, amounts, and taxes.
Click Save & Generate Invoice.

Step 6: Send or Export Invoice

Use the Send via Email option to deliver the invoice to the client.
Export or print the invoice as PDF for records.

Troubleshooting Tips

Client details incorrect? Edit the client record before generating the invoice.
Invoice total doesn’t match? Ensure taxes, discounts, and quantities are entered correctly.
Invoice not saving? Check if the linked sell order is confirmed and not in draft mode.