Creating an invoice in Mallow
Follow this click-path to create an invoice from your Mallow portal:
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, automated invoice, or subscription-style invoice). Click on the "Next Step" button to proceed.
Add your line items, then click on the "Next Step" button.
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.
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.