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Creating and sending invoices

Build an invoice, add line items, and generate the PDF.

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Written by Jason Praful

Gaveli lets you raise invoices for your clients without leaving the platform, complete with your firm's details and a professional PDF.

Create an invoice

  1. Open the Invoices section and choose to create a new invoice.

  2. Select the client and add line items for your fees.

  3. Add any reimbursable expenses you've recorded against the matter.

  4. Review the totals and save.

🖼️ Image slot — The invoice editor with line items and totals.

The invoice PDF

Generate a PDF to download and send to your client. It includes your firm's GSTIN, address, and bank details from your configuration (see Setting up your invoice details).

Sharing with clients

If a client has Client Portal access, they can view their invoices there too.

Who can access invoices

Invoices are part of billing and are available to Owner and Admin roles. See Who can access billing.

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