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Your First Invoice

An invoice in Frihet takes under a minute. Here's how.

Option 1: From the Dashboard (fastest)​

  1. On the Dashboard, click the "+ New invoice" button
  2. You'll land in the invoice editor

Option 2: With keyboard shortcuts (even faster)​

  1. Press Cmd+K to open the Command Palette
  2. Type "New invoice"
  3. Press Enter

Or directly: Cmd+K → new invoice → Enter.

Step by step: creating the invoice​

1. Select or create a client​

In the "Client" field:

  • Existing client: Start typing the name. Frihet shows matches. Select one.
  • New client: Keep typing. You'll see a "+ Create client" button. Click it.
    • Frihet asks for name, email, and address (all optional except name)
    • You can fill in more details later (phone, tax ID, etc.) from Clients

2. Add line items​

In the "Lines" section:

Option A: From the product catalog

  • Click "+ Product"
  • Search for an item (if you've added one before)
  • Frihet auto-fills description, price, and taxes
  • Adjust quantity as needed

Option B: Manual entry

  • Click "+ Line"
  • Type the description (e.g., "SEO consulting — 5 hours")
  • Enter the quantity and unit price
  • Default VAT is applied automatically

Option C: With the AI assistant

  • Just say: "Create an invoice for John for $500"
  • The assistant can fill in clients, amounts, and line items based on your history

3. Review taxes and totals​

Frihet calculates automatically:

  • Subtotal — sum of line items
  • VAT/Tax — calculated based on client type and line item
  • Withholding — if the client has withholding configured
  • Total — final amount to charge

You can adjust tax rates per line if needed.

4. (Optional) Add metadata​

  • Invoice number — Auto-generated. You can change it if needed.
  • Date — Today by default
  • Due date — 30 days out by default
  • Notes — Payment terms, project references, etc.
  • Payment terms — Bank transfer, cash, etc.

5. Generate a PDF preview​

Before sending or saving:

  1. Click "Preview"
  2. Frihet generates the PDF and displays it on screen
  3. Verify everything looks correct

The PDF includes:

  • Your logo and tax details
  • Client information
  • Line items, taxes, total
  • Valid fiscal numbering (VeriFactu compliant for Spanish accounts)

6. Save or send​

Option A: Save as draft

  • Click "Save"
  • You can edit it later

Option B: Send by email

  • Click "Send by email"
  • Enter the client's email (or use the one in their profile)
  • Frihet sends the PDF and a payment link (if you have one configured)

Option C: Download

  • Click "Download PDF"
  • Save the file locally

Productivity tips​

Use the AI assistant​

Instead of filling everything manually, you can say:

  • "Create invoice for Maria for 800 euros"
  • "Invoice to John — 200 design, 100 hosting"
  • "New invoice to Acme Corp for February services"

The assistant understands context, searches your client database, and creates the invoice with the right data.

Quick templates​

If you repeat the same invoice (monthly services, retainers, etc.):

  1. Create the first invoice with all the details
  2. At the bottom, you'll see a "Save as template" button
  3. Next time: Cmd+K → "From template" → select → fill in date/client

Recurring clients​

For clients you invoice every month:

  1. Set their email in their profile (Clients > [Client] > Email)
  2. When creating an invoice: Frihet automatically suggests their previous data
  3. Fewer clicks every time

What happens next​

Once saved, the invoice appears in:

  • Invoices (G then F) — list of all your invoices
  • Dashboard — recent income summary
  • VeriFactu — SHA-256 hash and AEAT QR code are generated automatically (Spanish accounts)

If it's a draft, you can keep editing. If finalized, it appears as issued with its official sequence number.

Next step: Learn keyboard shortcuts to go even faster