> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.getcount.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Creating an Invoice in COUNT

Creating an invoice in COUNT is straightforward and allows you to efficiently manage your billing process. Follow these steps to create a new invoice:

# 1. Navigate to Invoices

* On the left-side menu, click Sell, then Invoices & Estimates.
* Click the Create Invoice button.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/screenshot-2026-09-01-155324_ivz86b.png)



*Tip*: If this is your first invoice, create your template and click save to set up a consistent format for future invoices.

# 2. Enter Invoice Details

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/cr-inv_krcd9q.png)


* Invoice Title, Memo, and Invoice Number: Enter a title for the invoice, any relevant memo, and an invoice number.
* Add a Customer: Click Add a customer. Select a customer from the list or click Create a new customer at the bottom of the drop-down menu to add a new one.
* Invoice Date and Due Date: Choose the invoice date and the due date for payment. You can also choose an option from the dropdown menu that sets due date after a certain period i.e. Net 15 days, Net 30 days etc.
* P.O. or S.O. Number: Enter a Purchase Order (P.O.) or Sales Order (S.O.) number if applicable.

# 3. Add Business Information

* You can edit your business information through the settings to ensure your invoices have the correct details.

# 4. Add Products or Services

Line items are the products or services being purchased by your customer.

* Add an Item: Click Add an item for each product or service you are invoicing for.
* If you have already added products and services, select one from the dropdown menu, or type the item name in the search box and select the item.
* If no items are saved, click Create an item to add a new item and fill in the required details.
* Enter Quantity and Price: Input the quantity and price for each item. COUNT will automatically enter the price you created while adding the item.
* Select Tax %: If applicable, select a tax percentage for each line item.
* Add a Discount: If applicable, click Add a discount below the Subtotal field to apply any discounts.

# 5. Other Options

* After the "Add Products or Services" section, you can also add Memos and Attachments to an invoice where applicable,
* Additional Options: Invoices can also be linked to Projects, Sales Representatives and Tags already created in the system.
* Recurring Invoices
If you invoice the same customer on a regular basis, you can enable the **Recurring** option to have COUNT automatically generate invoices based on your preferred schedule.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/screenshot-2026-09-01-154759_1m13g8e.png)
###### Configure the recurrence

* **Repeats:** Choose how often the invoice should be created. 

###### Choose when the recurring schedule ends

Under **End**, select how long the recurring invoice should continue.
* **Never** – The invoice will continue to be generated until you manually stop the recurring schedule.
* **By** – The recurring schedule will end on a specific date.
* **After** – The recurring schedule will stop after a specified number of invoices have been created.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/captura-de-pantalla-2026-07-16_1wwl5se.png)
###### Automatically email invoices

If you'd like COUNT to email each recurring invoice to your customer automatically, simply enable the **Automatically email invoice** option before saving.
Once you've finished configuring the recurring schedule, click **Save as Invoice**. COUNT will automatically create future invoices according to the schedule you've selected.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/image_1yfgwfn.png)
# 6. Save the Invoice

* Click Save as Invoice to create the invoice.
* Alternatively, click Save as draft to save it as a draft if you need to make further changes later.

# Editing an Invoice

* After creating an invoice, you can make changes by selecting the edit button in the invoice listing.

# Deleting an Invoice

* Deleting invoices is easy. Just go to the list of invoices and click on the 3 buttons, then select "Delete".
![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/screenshot-2026-09-01-155129_dqnrew.png)![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/screenshot-2026-09-01-155229_12noo0v.png)


By following these steps, you can create professional invoices in COUNT, ensuring that your billing process is streamlined and efficient.

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