How to create an invoice online: step-by-step guide
If you've never issued a digital invoice before, no worries. InvoiceDemo is designed so a freelancer or small business owner can issue their first invoice without reading a manual.
1. Sign up (30 seconds)
Create an account with email + password, or sign in with Google. No credit card required. Welcome email lands in your inbox immediately.
2. Set up your business (1 minute)
In Settings, add: business name, tax ID (RNC in DR, RFC in Mexico, NIT in Colombia, CIF in Spain, EIN in US, etc.), address, phone, contact email and logo. This auto-fills on every document — you never write it twice.
3. Add your first client
In "My Clients", register: name, tax ID, email, phone. If you turn on WhatsApp, the client is ready to receive invoices automatically. Once added, just pick them when creating each new invoice.
4. Create the invoice
Pick the client, add line items (description, quantity, unit price), apply taxes if applicable (VAT, ITBIS, sales tax, etc.) and choose one of 112 templates. Subtotal, taxes and total calculate automatically. You can add notes, terms and a payment link.
5. Send to the client
Three options: download PDF manually, send by email with one click (uses your SMTP), or send by WhatsApp if you linked your number. The client receives the document plus a link to the portal where they can view, pay or sign quotes digitally.