Creating Professional, Compliance-Ready Invoices

Creating a New Invoice

The invoicing workflow is the heart of Invoicemonk. Every invoice is cryptographically verified and includes an immutable audit trail.

• Click Create Invoice from the dashboard or navigate to Invoices → New Invoice
• Select a client from your database (or add a new one inline)
• Choose an invoice template (Pro plan and above; premium templates on SME and Biz)
• Set the issue date and due date

Adding Line Items

• Enter a description for each item
• Set the quantity and unit price
• Tax rate is auto-calculated for VAT-registered Nigerian businesses (7.5%)
• Mark individual items as VAT-exempt if applicable
• Add optional notes, terms, and a summary
• Select the payment method to display on the invoice

Saving vs. Issuing

• Save as Draft: Saves the invoice without assigning an invoice number. You can edit it later.
• Issue: Locks the invoice, assigns an official invoice number, creates a cryptographic hash, and generates a QR verification code. Issued invoices cannot be edited.

Invoice Statuses

• Draft — Saved but not yet issued
• Issued — Officially issued with a number and verification code
• Sent — Email delivered to the client
• Viewed — Client has opened the invoice link
• Paid — Full payment recorded
• Voided — Cancelled (with reason logged)
• Credited — A credit note has been issued against this invoice

Sending Invoices

From the invoice detail page, click Send to email the invoice to your client. The client receives a professional email with a link to view the invoice online. You'll be notified when the client views it.

Downloading PDFs

Click Download PDF on any issued invoice to get a professional PDF with your logo, QR code, and all compliance details.