The Invoixca Invoice Generator is a four-step tool that guides you through creating professional PDF invoices. This documentation covers every feature and option available in the generator.
Step 1: Your Business Details
In the first step, enter your business information that will appear on the invoice header. This includes your business name (or your full legal name if operating as a sole proprietor), business address, email address, phone number, and optional website URL. You can also upload your company logo (PNG, JPG, or SVG format, maximum 5MB). Your logo is displayed prominently in the top-left corner of the invoice and is stored locally in your browser for future use.
If you have a registered account, your business details are automatically pre-filled from your profile, saving time on every invoice you create.
Step 2: Client Information
Enter your client's details including their business name, contact person, address, and email. These details populate the "Bill To" section of your invoice. If you have previously invoiced this client, their information may be auto-suggested from your invoice history.
For email delivery (Pro and Business plans), the client email address entered here is used as the recipient address when you send the invoice directly from the builder.
Step 3: Line Items
Add individual products or services to your invoice. Each line item includes a description field, quantity, and unit rate. The subtotal for each line is automatically calculated (quantity × rate). You can add unlimited line items and reorder them using the drag handles.
Use clear, descriptive names for line items (for example, "Website Design — Homepage Mockup" rather than just "Design") to avoid confusion and payment disputes with clients.
Step 4: Finalize
Configure the financial summary and additional details. This step includes:
Tax Rate: Enter your applicable tax percentage. The tax amount is automatically calculated from the subtotal. The tax label can be customized (VAT, GST, Sales Tax, etc.).
Discount: Apply a percentage discount to the subtotal. The discount amount is calculated and deducted before tax in the standard calculation mode.
Invoice Number: Set a unique invoice number. We recommend sequential formats like INV-001 or date-based formats like 2026-08-001.
Invoice Date: The date the invoice is issued. Defaults to today's date.
Due Date: The date payment is expected. Common terms include Net 30, Net 15, or Due on Receipt.
Notes: Add any additional information such as payment instructions, thank you messages, or warranty terms.
Bank Details: Optionally include your bank account information (account number, account holder name, bank name, SWIFT/routing number) for wire transfer payments.
Digital Signature: Upload a signature image (PNG or JPG) that appears in the signature area of your invoice.
Generating the PDF: Click "Generate PDF" to render your invoice as a high-quality A4-formatted PDF. The PDF is generated client-side for privacy — your invoice data is never sent to external servers for rendering. Download starts automatically.
Email Delivery (Pro/Business): Click "Send via Email" to deliver the invoice directly to your client. The PDF is attached to a professionally formatted email with your business name and invoice number in the subject line.