How to Create and Send Invoices with startbuddi

If you run a business or offer services, knowing how to create and send invoices is one of the most important things you can do to get paid on time. startbuddi makes this process easy with its built-in Invoice Manager. Whether you are billing an existing client or a one-time recipient, you can create and send invoices in just a few steps.

Before you begin, make sure you have already created your startbuddi account and completed your workspace setup. Once that is done, you are ready to start invoicing.

Getting to the Invoice Manager

• Log into your startbuddi account and go to your dashboard.
• On the dashboard, click on Money Manager.
• Inside Money Manager, you will find your Invoice Manager.
• Look to the top right side of the screen and click New Invoice to begin.

Choosing Who You Are Invoicing

The first thing to fill in is the invoice details, basically asking: who is this invoice for? You have two options here.

Existing client:

• Click the client dropdown and select their name from the list.
• Their details will load automatically.

One-off recipient:

• Type in their name, email address, phone number, and company name.
• Check the Save as a contact box to add them to your contact list so they appear as an existing client next time.

After selecting the recipient, choose the currency (Naira for Nigerian users) and enter a due date for when payment is expected.

Adding Line Items

Line items are what the recipient is paying for. Each row represents one product or service.

For each line item, fill in:

• Description - what the client is paying for (for example, bone straight hair installation)
• Quantity - how many units
• Unit price - the cost per unit

startbuddi automatically calculates the subtotal for each row, so you do not need to do the math yourself. Add as many rows as needed.

Notes, Payment Instructions, and Footer

• Notes - use this space to include your payment instructions: your bank name, account name, and account number. This tells the client exactly where to send the money.
• Footer - this appears at the bottom of the invoice PDF. You can write something like "Thank you for doing business with us" to leave a professional impression.

Creating and Sending the Invoice

Once everything is filled in, click the Create and Send button. startbuddi will generate the invoice and deliver it directly to your client. That is all it takes to create and send invoices using startbuddi.

The platform is designed to keep the process simple so you can focus on running your business. As your client list grows, the contact-saving feature means you can create and send invoices faster every time, without re-entering the same details.