# How to Create an Invoice in Puzzle

Puzzle's invoice editor lets you build a professional, branded invoice and see exactly how it will look as you go!
​

---

**Create an invoice**

1. Go to **Revenue > Invoices**.
​

  ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2496225892/1ddc6938fc61ef53e83f780cf31b/Screenshot-2B2026-06-23-2Bat-2B1_37_14-E2-80-AFPM.png?expires=1789603200&signature=812948eeb2e454ee4d6f0b8f5d6f7b660236402c3346abfe14dba2c56dd988d8&req=diQuEMt8mIlWW%2FMW1HO4zXAgjh%2ButGT0BS%2BQIHk3qXe8ZwHZGWK4AlYl%2Fhdx%0AIf86%0A)

2. Click the **+** button in the top right and select **Create invoice**.
​

  ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2496226513/5420fbda6b60e955ad273b864f29/Screenshot+2026-06-23+at+1_37_48%E2%80%AFPM.png?expires=1789603200&signature=623a95d4fde88e2018206d844e632581d135b83b8ebacca705e5279e307f381f&req=diQuEMt8m4ReWvMW1HO4zRg6GQxZpWzzsQ47Iq5Be9sn1EAZSmvWXGAM2Xpk%0A9s9H%0A)

​

3. The editor opens in a **split view**: the form on the left, a live preview on the right that updates as you type — so you always know what your customer will see.
​

  ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2496228776/a6accd1c42d34b9e7c302136a463/Screenshot+2026-06-23+at+1_39_06%E2%80%AFPM.png?expires=1789603200&signature=148585133e1092536b86481d535113110dd8fa0de53d033d1b8e464b4323f8a6&req=diQuEMt8lYZYX%2FMW1HO4zVMnN6QLODjvoclHWrQE0j%2FAFOg5WYC3REGZ%2BL3W%0AmFll%0A)

---

**Fill in the details**

- **Customer** — who you're billing. Their email is automatically used when you send the invoice.

- **Invoice ID** — optional. Leave it blank and Puzzle will assign one for you.

- **Invoice date** and **Due date** — set your billing and payment timeline.

- **Line items** — add each Product/Service with a description, quantity, and price.

- **Memo** — notes visible to your customer. This is also the best place to include payment instructions — paste a payment link here so customers know exactly how to pay you.
​

  ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2496229574/44f3f3fe4ec5aab5f6a99956122d/Screenshot+2026-06-23+at+1_39_26%E2%80%AFPM.png?expires=1789603200&signature=50d7698da4ecdbf957d4e40a42a599d24027a35038a89b12bccbd85dfc16a00c&req=diQuEMt8lIRYXfMW1HO4zW%2Bynr53Pm15MzNjbJ%2BJA1Z7DyEXRMuXufDcp3i6%0A7nOU%0A)

---

**Save, post, or send**

Once your invoice is ready, you have a few options:

- **Save as draft** — come back and finish it later.

- **Post** — finalize the invoice. Once posted, it's recorded in your books.

- **Post and send** — finalize and email it to your customer in one step.
​

  ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2496230092/93aab1edd560fba65df6a2d8c1b5/Screenshot+2026-06-23+at+1_39_50%E2%80%AFPM.png?expires=1789603200&signature=83aa336ab078ff6c264a91f829b9fa702236338530421445744219296eb5d829&req=diQuEMt9nYFWW%2FMW1HO4zSUfM7RX3usdwlg%2FxI5ebRJn%2FniFNXrVv8HIwBcb%0AS9YF%0A)

---

**Duplicate an invoice**

Open any posted invoice and click **Duplicate** to create a new draft with the same details.
​

**Note:** Shipping, discounts, and revenue recognition settings are **not** carried over when duplicating. Review these before posting.
​

![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2496230845/d29904698b3c28e09b405353305f/Screenshot+2026-06-23+at+1_40_21%E2%80%AFPM.png?expires=1789603200&signature=e95dee8c07d2f0d69057c7db8f63e17d8e891cb3be6206db4bfc741323660ba4&req=diQuEMt9nYlbXPMW1HO4zfm8F8giKUnBx5%2Bt7VJemifL6dbJcHrtWfSVeuHp%0Azfv4%2BuqQqA1iv1A6t5k%3D%0A)

---

**Delete a draft**

Open the draft and select the option to delete it. You'll be asked to confirm — this can't be undone.
​

**Note:** Posted invoices **cannot be deleted**, only voided. This keeps an accurate record in your books.

![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2496232366/8f4122e032ab4f85e357c81864a8/Screenshot+2026-06-23+at+1_41_17%E2%80%AFPM.png?expires=1789603200&signature=fd1753b21ac79aaa553877f6578416160b74817c0a5e8a0ee4004b67efe47d23&req=diQuEMt9n4JZX%2FMW1HO4zWazcTV6wZnu4Sm5mjQMnovYln0XYIy%2Bof66g9%2BE%0ACk2QefH0b4NjffJxcCI%3D%0A)