How to Create an Invoice in Slash

Overview

Slash's invoicing feature lets you request payments from clients and customers by generating professional invoices directly from your dashboard. When you create an invoice, your customer receives an email with the invoice PDF and a secure payment page. This guide walks you through the step-by-step invoice creation flow.

How to Create an Invoice

Step 1: Create a New Invoice

From your Slash dashboard:

1. Navigate to the "Invoicing" page on the sidebar
2. Click "New Invoice" in the upper-right corner
3. You'll be taken to a guided, multi-step invoice creation flow

Step 2: Select or Add a Customer

Use the search bar to find an existing contact or vendor. Select one to continue. If the customer doesn't exist yet:

1. Click "Add new customer"
2. Enter the customer's legal name, email, and nickname
3. (Optional) Add address information

Once saved, the customer's details will appear on the left. Click "Select Customer" to continue.

Step 3: Add Invoice Details

The Invoice Details section lets you build the content of your invoice. Each invoice comes with an auto-generated ID that you can edit.

For each line item, enter:

• Item name
• Quantity
• Unit price

After you add all line items, you can also apply a fixed or percentage discount, as well as add a percentage sales tax.

The invoice preview on the right will update automatically to show a preview of the final invoice.

Step 4: Set Payment Details

On this screen, you can specify when and where payments should be deposited.

• Issue Date: defaults to today, but can be changed
• Due Date: choose when payment is expected

You can also specify which Slash account should receive the invoice payment. Your business banking details (such as bank name and address) will automatically populate in the invoice preview.

You can also add an optional memo field to clarify terms or provide references.

When finished, click "Continue to Review".

Step 5: Review Your Invoice

Before finalizing, you'll see a complete preview of the invoice exactly as the customer will receive it. Carefully review all details. If anything needs adjustment, click Back to update previous steps.

When everything looks correct, click Create Invoice. This will send an email to your customer, including the PDF of the invoice as well as a payment page.

After Creating an Invoice

Once created:

• The invoice will appear in your Invoicing dashboard
• From there, you can track every invoice or share the invoice link
• Each invoice will display its status (Paid, Unpaid, Overdue, or Void), along with due dates and payment amounts

Need More Help?

If your invoices aren't sending or a customer reports issues with the payment link, contact Slash Support by emailing support@slash.com, or use the in-app chat in your Slash dashboard.