Puzzle's invoice editor lets you build a professional, branded invoice and see exactly how it will look as you go!
Create an invoice
Click Invoices in the sidebar.
Click the + button in the top right and select Create invoice.
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.
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.
Save, post, or send
Once your invoice is ready, you have a few options:
Save as draft — come back and finish it later.
Post — confirm the invoice. Once posted, it's recorded in your books.
Post and send — confirm and email it to your customer in one step.
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.
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.
In Advanced view
Accountants and bookkeepers see Advanced view by default. Switch views with View at the bottom of the sidebar. In Advanced view, go to Revenue → Invoices.