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Creating Invoices

Generate professional invoices, track payment status, and automate reminders all within your Devdraft dashboard.

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Written by Salifyanji J Namwila
Updated over 2 months ago

Introduction

Devdraft makes it easy to create and send polished, professional invoices for your products and services. Whether you're billing clients, managing B2B payments, or sending recurring service invoices, the invoicing tool helps you get paid faster with less friction.

This guide walks you through how to create an invoice, configure its settings, and manage your entire invoicing workflow.

What Are Invoices in Devdraft?

Invoices are formal payment requests sent to your customers for products or services. They include:

  • Customer details

  • Line items with taxes and totals

  • Issue and due dates

  • Automated payment reminders

Unlike payment links, invoices are fully personalized and better suited for:

  • B2B transactions

  • Freelancers and consultants

  • Service-based businesses with recurring agreements

Before You Begin

To create invoices in DevDraft, ensure you have the following:

  • KYC verification completed

  • At least one customer added to your account

  • Products or services added in the Product Store

Creating an Invoice

  1. From the sidebar, navigate to Invoices

  2. Click Create Invoice in the top-right corner

  3. A step-by-step dialog will appear

Step 1: Select a Customer

  • Search and select an existing customer

  • Or create a new customer from within the form

Step 2: Choose Tax Options

  • Add applicable tax rates (optional)

  • These can be reused across invoices

Step 3: Choose a Currency Account

  • Select the currency in which you want to receive payment

  • If products have different currencies, DevDraft automatically converts them to match the selected currency

Step 4: Add Invoice Items

  • Search for products or services from your Product Store

  • Select and adjust quantities or pricing if needed

Step 5: Set Delivery Preferences

  • Email Delivery: Sends the invoice directly to the customer’s inbox

  • Manual Delivery: You handle distribution on your own

Step 6: Set Dates

  • Issue Date: Defaults to today (editable)

  • Due Date: Defaults to one month from the issue date (customizable)

Review and Send

Before sending:

  • Preview the invoice in both desktop and mobile formats

  • Ensure layout, amounts, and recipient details are correct

  • Click Send or Save as Draft

Automation Features

DevDraft’s invoicing system includes built-in automation:

  • Payment reminders are automatically sent 1 day before the due date

  • Notifications can be enabled for when invoices are paid

  • Recipients can pay using integrated payment methods

Managing Your Invoices

From the Invoices dashboard, you can:

  • Track statuses (Draft, Sent, Paid, Overdue)

  • Download invoice lists as CSV or PDF

  • Monitor your full payment pipeline

This dashboard gives you full visibility into your business’s receivables.

Use Cases

DevDraft Invoices are ideal for:

  • Freelancers billing clients for completed work

  • Consultants sending invoices for time-based services

  • Agencies and startups with structured, recurring service agreements

Summary

With DevDraft, professional invoicing becomes effortless. From intuitive creation flows to automated reminders and detailed tracking, you get a complete invoicing solution built to support growing businesses.

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