Puzzle's invoice editor lets you build a professional, branded invoice and see exactly how it will look as you go!
Create an invoice
Go to Revenue > Invoices.
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 — finalize the invoice. Once posted, it's recorded in your books.
Post and send — finalize 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.
