Create an Outbound Invoice in Flowtly

Learn how to capture client details, add line items and send the invoice straight from Flowtly without leaving the browser.

BillingBeginner8 minutesDay 15 of 30

Topics:Invoicing and financeGetting started

Invoices list in Flowtly with the Create an invoice button
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Before you start

You need an active organisation, at least one client contact and a connected bank account before creating outbound invoices. This tutorial assumes those pieces are ready and focuses purely on the invoicing workflow.

Each step mirrors the production UI so you can follow along while building your first invoice or refreshing your understanding of the process.

What you will have at the end

Your invoice is saved in Flowtly and on its way to your client by email.

What you need

  • An active organisation with a connected bank account.
  • A client with at least one contact person.
  • The products or services you are billing, with their prices.

Complete these tutorials first

Try it in the demo

Click through these screens with sample data first. No account needed.

Open the live demo

Step-by-step

Complete the flow

  1. 1

    Open Invoices and start a new invoice

    Open Invoices in the side menu and click “Create an invoice”. The new invoice form opens with the header fields ready to edit.

    Tips

    • If you don’t see the button, connect at least one bank account first: Flowtly shows it only once one exists.
    Invoices module with the Create an invoice button at the top right
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  2. 2

    Fill in the invoice header

    Select the bank account that should receive the payment, confirm the default currency and conversion rate, and pick the client from your CRM list. Flowtly generates the invoice number and issue date automatically.

    Tips

    • Use the notes field to record purchase order numbers or internal references.
    Invoice header fields such as bank account, currency and client
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  3. 3

    Add products or services

    In the item table describe each service line: name, quantity, unit, net price and tax rate. Flowtly calculates totals instantly and highlights validation errors if a required value is missing.

    Tips

    • Use separate lines for split VAT rates so accounting stays accurate.
    Product table showing description, quantity, price and VAT columns
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  4. 4

    Review totals and save

    Scroll to the summary card with the net total, VAT and total to pay. When every mandatory field is complete, click “Save” to store the invoice and move into the edit view.

    Tips

    • Use the preview link if you want to double-check net / gross values before saving.
    Invoice summary with the net total, VAT, total to pay and the Save button
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  5. 5

    Open the email settings

    Open the invoice from the Invoices list and choose “Send via e-mail”. Flowtly opens the invoice’s email settings page.

    Tips

    • If e-invoicing is enabled for your organisation, this action is replaced by “Validate and send via E-invoicing”.
  6. 6

    Prepare the customer email

    Check the customer email and name, add CC recipients with Add recipient if needed, attach extra files with Add file, and adjust the message. Flowtly attaches the invoice PDF automatically.

    Tips

    • The message comes pre-filled with the invoice number, the amount and your bank details. Read it through before sending.
    Invoice email settings with the customer email and name, CC recipients, attachments and the message
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  7. 7

    Send and confirm delivery

    Click “Send invoice”. You land back on the Invoices list, where a message confirms the invoice is queued for sending, and its row shows the status sent once it has gone out.

    Tips

    • Use filters to quickly verify payment status or resend the document later.

Tutorial complete

Your customer now has a professional invoice plus the PDF stored inside Flowtly. Continue by connecting online payments or by enabling automatic reminders so nothing slips through.

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