Issue your first invoice

Your first invoice validates the full billing chain: product, customer, tax, invoice design, payment settings, and reporting.

Run this workflow in test mode before sending a production invoice.

Invoice paths

Path	Use when
Manual invoice from order	You want to bill a one-time sale or controlled first invoice.
Subscription bill run	You want Floatless to generate recurring invoices.

For the first test, start with a simple order or one active subscription.

Steps

1. Confirm the product is configured.
2. Confirm the customer has a billing contact and address.
3. Create an order or subscription.
4. Generate or preview the invoice.
5. Review line items, tax, service period, due date, and total.
6. Post the invoice only when details are correct.
7. Send the invoice or review the generated document.
8. Record or collect payment.
9. Confirm invoice status and transaction history.

Review checklist

• Invoice number is present.
• Customer name and billing address are correct.
• Service period matches the sale or billing cycle.
• Product description is understandable.
• Quantity, unit price, discounts, and tax are correct.
• Due date matches payment terms.
• PDF and HTML invoice documents render correctly.
• Payment status changes after payment is recorded.

What not to do

• Do not post an invoice before reviewing tax and totals.
• Do not delete posted invoices to fix mistakes.
• Do not run production bill runs before testing invoice output.
• Do not send live payment links from test mode.

What's next

• Bill runs
• Invoice operations
• Payments