How to Create and Send Invoices in Britixo?

📘 Introduction:

Britixo makes invoicing fast and flexible. Whether you're billing for a service, product, or project, you can create and send a professional invoice to your client in just a few clicks. Invoices support tax, discounts, recurring setups, and direct payment via links.

🧾 Step-by-Step: Create an Invoice in Britixo

1. Go to the Invoices Section

• From the left menu, click Sales > Invoices
  
  

• Click the New Invoice button in the top right
  
  

2. Select the Customer

• Choose a client from the dropdown list
  
  

• Their address, currency, and default settings will auto-fill
  
  

3. Configure Invoice Details

• Invoice Date – Set today's or a custom date
  
  

• Due Date – Set a deadline or leave blank for default terms
  
  

• Recurring Invoice? – Leave unchecked unless it's a recurring invoice (handled separately)
  
  

4. Add Items to the Invoice

You can add line items in two ways:

• Select from predefined items
  (Choose saved products/services with rates)
  
  

• Add custom items
  (Type manually, set quantity, rate, and description)
  
  

Optional:

• Add tax per item (choose tax type from dropdown)
  
  

• Use the Add Discount option (percentage or flat rate)
  
  

5. Optional Adjustments

• Adjust currency if needed (based on client settings)
  
  

• Add Admin Note (only visible to internal users)
  
  

• Add Client Note (visible to the client on the PDF/email)
  
  

6. Save or Send the Invoice

After adding all details, you can:

• Click Save to store the invoice without sending it
  
  

• Click Save and Send to email it to the client immediately
  
  

If sent:

• The client receives a branded invoice email with a secure view & payment link
  
  

• PDF is automatically attached (with your logo, invoice number, and branding)
  
  

📤 Email & PDF Options

• Email template can be customised in Settings > Email Templates
  
  

• PDF includes:
  
  

• Logo, company and client info
  
  

• All items, taxes, totals
  
  

• Notes and terms
  
  

• Payment link (if enabled)
  
  

✅ Pro Tips:

• Set default invoice terms in Settings > Invoices
  
  

• Use predefined items for quick billing
  
  

• Britixo supports multi-currency invoicing based on client preferences
  
  

• You can attach files to the invoice (e.g. receipt, work summary).