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 Invoices & Estimates.
• Click the Create Invoice button.

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

• 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.

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.

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.

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".

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

Updated on: 16/07/2026