Creating an invoice in Mallow
Follow this click-path to create an invoice from your Mallow portal:
On mobile, tap the New (+) button in the bottom navigation bar and select New Invoice. The rest of the workflow is the same on all screen sizes.
Click on the "+ New" button on the left-hand navigation, and select New Invoice from the dropdown menu.
Select the client you wish to invoice, then click on the "Next Step" button.
If the intended client is not yet in your list, select the "Bill new client" button in the top right corner of the module and create a new client profile.
Choose how you wish to be paid (Card, bank transfer, or allow the client to decide), and set the invoice cadence (one-off invoice, recurring invoice, or subscription-style invoice). Click on the "Next Step" button to proceed. To read more about the different invoice styles, read our Invoice Types help article.
Add your line items, then click on the "Next Step" button.
When adding line items, you'll see a Products section on the right side of the builder. This panel shows previously saved line items you can quickly add to this invoice.
Check Add to Products when creating a new line item to save it for reuse on future invoices.
It is best practice to be detailed in your line item names and descriptions. Invoices are used as anti-fraud evidence when a payment is flagged for security review, or if the payment is included in a dispute.
You can apply a discount to each line item using the Discount field. Toggle between percentage (%) or dollar ($) amounts. Clearing the discount field removes the discount entirely.
Add a due date, include sales tax if necessary, and any other notes or conditions that may apply to this invoice. Click on the "Next Step" button to proceed.
Review your invoice for errors, correct details, and brand consistency. If there are any errors on the live preview, go back to correct them before clicking the "Send Invoice" button.
What happens next?
After you send an invoice, the client will receive an email with a link to the invoice you've sent. They can also pay through the public invoice link if you copy it and send it via text or other means. If you cancel the invoice, the link stops working and your client will not be able to access the invoice.
Related: Request and manage client payment methods — request a stored payment method from a client for future invoices.