Create Your First Invoice
Send professional invoices in 30 seconds and get paid online.
Invoices are how you get paid. Toolfy creates professional invoices with your branding and lets customers pay online with credit cards or bank transfers.
Create an invoice (30 seconds)
Open the invoice form
Go to Invoices → Create Invoice. Or click "Create Invoice" from a completed job.
Add invoice details
Choose customer, add line items for services provided, set due date, and include any notes.
Send or save
Click "Send Invoice" to email it immediately, or "Save Draft" to send later.
Invoice from completed job (fastest)
The quickest way to invoice is from a completed job. All details auto-fill from the job.
Complete a job
Mark the job as "Complete" from your Jobs list or Schedule.
Click "Create Invoice"
The button appears when you mark a job complete.
Review and send
Customer, service, and price are pulled from the job automatically. Just click send.
Invoice information
Customer
Must have an email address to send electronically
Invoice Number
Auto-generated (e.g., INV-001). Customize format in Settings
Due Date
When payment is expected. 30 days is standard
Line Items
Services provided with descriptions, quantities, and prices
Tax/VAT
Applied automatically based on your Settings
Notes
Payment instructions, terms, or thank you message
How customers pay
Customers receive an email with your professional invoice and multiple payment options:
- Online payments: Credit card or bank transfer via secure Stripe checkout
- Bank transfer: Your bank details included in the invoice
- Cash/cheque: Mark as paid manually when received
- Payment links: Share secure payment URL via SMS or WhatsApp
Payment processing
Online payments go through Stripe and deposit to your bank account in 1-2 business days. You'll receive automatic notifications when invoices are paid.
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