You can start creating an invoice by clicking "Create Invoice" from:
Elevate homepage - Quick actions section
Elevate Receivables overview
Elevate Receivables Invoice & Requests dashboard
Click the "+ Add new" button, then select the "Create invoice" option.
Step 1: Set Up and Review Company Details
Before you create your first invoice, you should set up your company details properly.
You can do this anytime under the Receivables Settings page.
You can fill in/check:
Company name
Company address
UEN
Company email and phone number
GST Registration number
Company website (optional)
Additional company information (optional)
Upload your company logo (optional, recommended)
Later, when you are creating an invoice, you will see your company details again in the invoice preview.
You can edit them directly from the invoice creation page if you need to make changes.
Step 2: Fill in Customer Details
If the customer is already saved in your account, you can search and quickly select them from the list.
If the customer is not yet saved, you can click "Add new customer" to create a new customer record directly from the invoice page.
Step 3: Fill in Invoice Details
Before adding items, you need to set the basic invoice details:
Invoice number
(Auto-generated by Elevate, but you can edit it if needed.)Reference number (Optional)
(Use this if you or your customer need an internal reference.)Invoice issue date
(The date when the invoice is created. It is automatically set to today but can be changed.)Payment due date
(Choose when you expect to get paid — e.g., 14 days, 30 days, or a specific date.)Tax setting
Choose whether your item prices are:Inclusive of tax (tax already included in the item prices)
Exclusive of tax (tax will be added on top of the item prices)
Step 4: Add Invoice Items
After filling in invoice details, you can add the products or services you are billing for.
For each item, you need to fill in:
Item name (what you are selling or the service you provided)
Quantity (how many units)
Unit price (how much for one unit)
You can also optionally fill:
Unit discount
(Apply a discount per unit — you can choose between % discount or fixed amount discount.)Unit tax
(Set tax percentage for each item individually if needed.)
Elevate will automatically calculate:
The subtotal after discount
The tax amount
The total payable amount
Step 5: Add Additional Details
After adding your invoice items, you can fill in Additional details for the invoice:
Charges
(You can add any extra one-time charges — like delivery fees, handling charges, or service fees.)Discounts
(You can apply an overall discount on the full invoice. You can choose if it's a percentage (%) or a fixed amount.)Notes
(Write special instructions, payment terms, refund policies, or any important information for your customer.)
Step 6: Customize Payment and Reminder Settings
After filling in all invoice items and details, click "Continue to invoice settings".
In this step, you can configure two things:
Automatic Payment Reminders
Schedule reminders for specific dates (before, on, or after the due date).
Choose your preferred delivery channel: Email or WhatsApp.
Customize the reminder template if needed.
Payment Methods
Choose which payment options you want to offer to your customer:Bank Transfer
Credit/Debit Card
Configure processing fee payer
Configure settlement speed
PayNow
Step 7: Save as Draft or Send the Invoice
After completing all invoice details and settings, you are ready to send the invoice.
You have two options:
Save as Draft
(If you are not ready to send yet. You can come back later to edit and send.)Send Invoice
You can choose to send the invoice through:Email
WhatsApp
Before sending, you can preview the message content (Email or WhatsApp) and edit if needed:
Email preview:
Edit the recipient's email address
WhatsApp preview:
Edit the recipient's phone number
Edit the message title and content
After reviewing and confirming the message content, you can send it out directly.
Once sent, you can track the invoice status under the Invoices & Requests dashboard.
