> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create an invoice

> Learn how to create an invoice on Yorlet.

Learn how to create and send invoices to your customers on Yorlet. Invoices provide a detailed breakdown of the charges and services provided to your customers. You can create invoices for one-time charges or use [subscriptions to charge for recurring services](/billing/subscriptions).

## Create an invoice

To create an invoice, follow these steps:

<Tip>
  You can also create an invoice from the customer’s profile page by clicking on the **Actions** menu and selecting **Create invoice**.
</Tip>

1. Navigate to the [Invoices page](https://dashboard.yorlet.com/invoices) in the Dashboard.
2. Click on the **New invoice** button, or press N on your keyboard.
3. Select a customer to create an invoice for. You can search for a customer by name or email address.
4. You can optionally associate the invoice with an active tenancy if the customer has one.
5. Select the **Currency** you’d like to use.
6. Add a **Memo** to the invoice to provide additional information to the customer, it will be displayed on the invoice.
7. Optionally set the period for the invoice, including the **Start date** and **End date**.
8. Configure the **Collection method** for the invoice.
9. Click **Create invoice**.
10. The invoice will be created and you can now start adding line items to the invoice using the **Add item** button.
11. Once you’ve added all the line items, click **Review draft** to review the invoice before sending it to the customer.
12. Click **Send** to send the invoice to the customer. You can also untoggle **Send invoice to customer** to just finalise the invoice and send it later.

<Note>
  Invoices cannot be deleted or edited once they have been finalised. If you need to make changes to an invoice, you can create a [new draft revision](/billing/invoices/edit-invoices) of the invoice and make the necessary changes. If you need to delete an invoice, you can mark it as `void`.
</Note>

### Adding line items

When adding line items to an invoice, you can specify the following details for each line item:

* **Type**: The type of the line item.
* **Unit**: You can associate the line item with a unit. This is useful if you want to transfer the value of the line item to the owner of the unit. You must have a unit associated when the item type is **Rent**.
* **Description**: A short description of the line item.
* **Unit price**: The price of a single unit of the line item.
* **Tax rate**: The tax rate for the line item.
* **Transfer behaviour**: Determines how the value of the line item is transferred to an owner, if at all. You can customise the transfer behaviour for each line item you add. You must have a unit associated with the line item to use the **Auto** transfer behaviour.
  * **Auto**: transfers the value of the line item to the owner of the unit based on the unit’s [ownership structure](/owners/unit-ownership). The line item must have an associated unit.
  * **Owner**: transfers the value of the line item to a specified owner.
  * **None**: will not initiate any transfers.

### Advanced options

We also support some advanced options when creating an invoice.

<AccordionGroup>
  <Accordion title="Custom invoice fields">
    Add custom fields to the invoice to add additional information to the generated PDF.
  </Accordion>
</AccordionGroup>