Create and send an invoice
From a blank invoice to a sent one, with a PDF attached.
- Invoices → New invoice. Pick the client, the dates or payment terms, and add lines — each line carries its own tax rate.
- Save. It is a draft until you send it, and drafts never count in reports.
- Send. The client receives an email from you with the invoice as a PDF and, if card payments are on, a Pay button. The invoice moves to Sent.
- Download PDF gives you the same file for your records.
A sent invoice cannot be edited; cancel it and issue a new one so the trail is honest. Credit notes handle a partial change.
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Still stuck? Write to us or email support@todah.ca — a person replies, usually within a working day. The FAQ covers plans, prices and the questions people ask before they sign up.