How to Do an Invoice

Doing an invoice means creating, sending, and tracking a request for payment for the goods or services you've supplied. Modern tools make the whole process take just a few minutes — no spreadsheets or formatting headaches required.

Here's the end-to-end workflow: 1. Choose a template or invoice generator (InvoiceSonic is free and ATO-compliant) 2. Fill in your business name, ABN, and contact details 3. Add the client's details and a unique invoice number 4. List each item or service with quantity, rate, and amount 5. Calculate GST or other taxes — most tools do this automatically 6. Set payment terms (e.g. "Net 14") and add bank or PayID details 7. Download the PDF and email it to your client 8. Log the invoice in your accounting records or app 9. Follow up if it's not paid by the due date

Keeping invoices consistent — same numbering, layout, and payment terms — speeds up cash flow and looks more professional. The whole job, from blank page to sent invoice, can take less than five minutes with the right tool.