Invoice Maker help
How to create an invoice online with Scaleup92
Use this guide to prepare a product invoice with inventory or a simple invoice for services. Both save a customer document in Invoice Maker and share the same monthly invoice allowance.
Open Invoice Maker1. Set up the business and customer
Open the Invoice Maker web app and sign in. Add your business name and the details you want on invoices. Select the currency, then create or choose the customer for the sale.
Use a clear business name and check the customer's details. Do not enter a customer's sensitive information unless it is needed for the transaction.
2. Choose the right invoice workflow
| When you need it | Choose |
|---|---|
| A sale of inventory products | New invoice / Create invoice |
| Services or a sale without stock tracking | Simple invoice — without stock |
For an inventory invoice, add the products and make sure the required stock is available. For a without-stock invoice, enter the descriptions and prices for the work or goods being billed.
Agar stock ka hisaab rakhna hai to inventory wali invoice banayein. Sirf service ya baghair stock bill ke liye “Simple invoice — without stock” chunein. Dono invoices ek hi monthly limit mein count hoti hain.
3. Enter items and review the totals
Add each item's description, quantity and rate. Apply a discount or tax only where it is appropriate to your sale. Check the invoice date, due date and currency before reviewing the document.
For example, 2 items at PKR 500 each have a subtotal of PKR 1,000 before any discount or tax. If a customer pays PKR 600, the remaining balance is PKR 400. This example explains the arithmetic; use the actual values for your sale.
4. Preview, confirm and save
Open the review preview and check the customer, item names, quantities and total. Return to edit if anything is wrong. Confirm and save only when the document is correct.
The Free website plan allows 5 new invoices per month in total, including stock and without-stock invoices. When you need a higher allowance, check Website Premium in the app. Creating a duplicate invoice makes a new invoice; editing an existing invoice does not create a new one.
5. Export a PDF or print
Open the saved invoice and choose PDF / Share or a suitable print option. Review the exported document before giving it to your customer. Keep an exported business backup as well as individual PDFs.
A PDF copy is useful for sharing, while the saved invoice record is useful for reviewing payments, balances and eligible edits inside the app.
Correcting an invoice or recording a return
Use Edit Invoice on the invoice list or on an opened invoice where editing is available. An invoice with linked records may have editing restrictions to protect its history. Record a returned sale using Sales return so the return remains connected to the original transaction.
Record payments through Payment / refund. Do not change the invoice amount merely to hide an unpaid balance or replace a return record.
Using another browser
Sign in with the same account and check that cloud sync completes before relying on the records in another browser. A local offline save and a completed cloud sync are different states. If sync reports an error, keep the local records and export a backup before troubleshooting.
Need help?
Email info@scaleup92.com with the screen name and what you expected to happen. Never send your password, OTP or wallet PIN.
Learn more about Scaleup92 invoice and inventory software, or open your workspace.
See a worked invoice example
Check quantities, discount, partial payment and remaining balance in our PKR invoice sample, with a separate service invoice example.