# How to create and send your first invoice in Stohb Create a clear invoice with customer details, itemised work, payment terms and the correct total. Preview it, send by email and follow the balance. Canonical: https://stohb.com/blog/how-to-create-invoice By Stohb team. Published 2026-11-06. Updated 2026-11-08. Give your customer a clear bill and keep its balance in view with Stohb Invoice. Add the customer, describe the work, choose payment terms and review the invoice before sending it by email. As payments arrive, Stohb keeps what is paid and what remains connected to the same invoice. ## What you will do in Stohb - Create an invoice with recognisable line items. - Check the total, customer and payment terms. - Follow the balance from the invoice record. ## Create the example invoice in Stohb Invoice Prepare the customer’s billing email, the agreed work and the payment terms. Use fictional details while learning; sending is a separate final action. ### 1. Open New invoice In Invoice, use New invoice from Overview or the Invoices page. The form separates Items, Customer and Invoice date. Begin with the work you agreed to bill. Keep the customer’s description recognisable so they can connect the invoice to the agreement without another explanation. Screenshot: https://stohb.com/marketing/blog/steps/invoice-lines.webp The real New invoice form with two worked-example lines. Check the result: You are creating the invoice in the correct business and location. ### 2. Add the work and check the total Use Add items for work already in your catalogue, or Custom line for a one-off charge. Our example uses Logo package at ₦80,000 and Social template pack at ₦20,000, each with quantity one. Check the ₦100,000 total and enter the customer’s name and email. A custom line can be saved as an item when you want to use it again. Screenshot: https://stohb.com/marketing/blog/steps/invoice-lines.webp Two custom lines produce a ₦100,000 invoice total. Check the result: The line descriptions, quantities and total match the agreed work. ### 3. Review the due date and sending details Select Continue to send. In the Send an invoice panel, review the optional title, Due date, Allow instalments and Terms. The panel explains that the invoice and payment link go by email. Check the customer email before using Save and send. In this guide we stopped at the review screen; the example invoice was not emailed. Screenshot: https://stohb.com/marketing/blog/steps/invoice-review.webp The Send an invoice review panel before the final sending action. Check the result: You understand what will be sent, when payment is due and whether instalments are allowed. ## Understand what the invoice is for An invoice requests payment for an agreed sale or piece of work. It tells the customer what they owe and helps both sides refer to the same transaction. It is not, by itself, evidence that money has arrived. A receipt records a payment that has actually been received. Before creating the bill, agree what the customer is buying. For services, explain deliverables, quantities, revisions and exclusions. For goods, confirm the exact items and variants. An attractive invoice cannot fix an unclear agreement. ## Collect the customer and billing details Confirm the customer name and the email address that should receive the invoice. Where an organisation has a separate billing contact, check who needs to receive and approve the bill. Sending it to a person who cannot arrange payment can create unnecessary delay. Keep customer records consistent. Search for an existing record before adding another copy of the same customer. Confirm corrections rather than guessing them, especially when an address or email differs from an earlier order. ## Describe the work in recognisable line items In Stohb Invoice, choose the customer, add your items or services and set the payment terms. Each line should describe work the customer recognises from the agreement. Include the quantity and unit price so the total can be checked without another conversation. For a fictional designer, a logo package at ₦80,000 and a social template pack at ₦20,000 produce a ₦100,000 subtotal. If other agreed charges apply, make them clear. Apply taxes only after confirming the correct treatment for your business and transaction; this example does not assume a tax rate. ## Make the payment date understandable Payment terms specify when the customer should pay. If you allow seven days, be clear about the date those days run from and review the resulting due date. Agree the terms before work begins where possible, rather than surprising the customer when the invoice arrives. If you accept a deposit, distinguish the full price from the first amount due. A ₦100,000 invoice with a ₦40,000 confirmed payment has ₦60,000 remaining. Do not reduce the invoice total to ₦60,000 merely because a payment arrived; preserve the record of the complete sale. ## Preview the invoice before sending Read the invoice as though you are the customer seeing it for the first time. Check the name, email, line items, quantities, prices, agreed charges, total and payment date. Correct mistakes before sending and avoid issuing conflicting versions without explaining which is current. Stohb invoices and invoice reminders are sent by email. Check that the customer can find the bill and knows how to contact you about a genuine question. Sending an invoice does not mean a customer has opened it, approved the work or paid it. ## Follow the balance after sending Record confirmed payments against the correct invoice and check the outstanding balance. Before following up, look for a payment already received or a dispute that needs a direct response. A factual reminder is more useful than repeatedly sending the same demand. You can start with free Invoice, which currently includes up to 10 items, 20 customers and 3 payment terms with owner-only access. Recurring invoices and team access are paid-plan features. Choose the setup that fits your work, then keep the invoice record accurate as the customer pays. ## Before you move on - Match the invoice to the agreed work. - Check quantities, totals, customer email and due date. - Send by email and keep one clear reference. - Record confirmed payments without changing the original sale total. ## Is an invoice proof of payment? No. An invoice requests payment. Confirm received money and retain the appropriate payment record or receipt. ## Can customers make part payments? Stohb Invoice supports part payments. Keep the full invoice amount and record each confirmed payment so the remaining balance stays clear. Continue: https://stohb.com/invoice