How to create an invoice

Step 1: Go to the invoices page

If you haven’t already, create your Lunio account — it’s free to get started.

Once logged in:

1. Go to your dashboard
2. Click Invoices in the top navigation
3. Click the red “Create invoice” button

Step 2: Fill out invoice details

Below is a breakdown of each field when creating an invoice.

Invoice number

This is your unique invoice ID.

• Default: INV-1001
• You can customize this
• It may follow your numbering format set during onboarding

Client

Select the client you want to invoice.

• Choose from your existing clients
• You must have at least 1 client created before creating invoices
• Need help? → How to create a client

Invoice date

The date the invoice is issued.

• Defaults to today’s date
• Can be adjusted if needed

Due date

The date payment is expected.

• Based on your onboarding settings
• Common options:
• Due on receipt
• Net 7
• Net 14
• Net 30

Place of supply province

This determines which tax rules apply to your invoice.

• Select the province where the goods or services are supplied
• Lunio uses this to automatically apply the correct tax type:
• HST (e.g., Ontario, Nova Scotia)
• GST only (e.g., Alberta)
• GST + PST (e.g., British Columbia)
• GST + QST (Quebec)

👉 This is important because tax rates vary by province in Canada.

Tax handling

Controls how tax is applied to the invoice.

• Use account default → Uses your onboarding settings
• Apply tax automatically → Lunio calculates tax for you
• No tax → Disables tax for this invoice

👉 You should not manually calculate tax — Lunio handles it.

Notes

Add any additional information for your client.

Examples:

• Payment instructions
• Thank-you message
• Terms or reminders

These notes will appear on:

• The public invoice link
• The PDF version

Step 3: Add line items

Line items define what you are billing for.

Description

What you provided.

Examples:

• Drywall installation
• Website design
• Consulting services

💡 Tip: You can separate items like:

• Labor
• Materials
• Services

Quantity (Qty)

How many units you are charging for.

Example:

• 20 hours
• 5 items

Rate

The price per unit.

Example:

• $27.99 per item
• $50/hour

⚠️ Important:

Do not include tax in this amount.

Tax is calculated automatically based on your tax settings.

Step 4: Save your invoice

Click “Save invoice” to:

• Store the invoice in your account
• Edit it later
• Send it to your client
• Generate a public link or PDF

What’s next?

After saving, you can:

• Send the invoice to your client
• Share a public invoice link
• Download a PDF
• Track when it’s viewed or paid