> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Invoice Guide

> Introduction to creating and sending invoices.

Upmind’s **Quick Invoice** feature simplifies the billing process for both one-time and recurring products or services. You can select existing products or add new ones.

Newly added products are automatically created in your catalogue with a selected billing term, but remain hidden from your storefront unless you choose to make them visible.

## Creating a quick invoice

### From the client profile

1. Go to the `Clients` section.

2. Select the client you wish to invoice.

3. On the client overview page, click the **three dots** next to the client’s name and select **Add Quick Invoice**.

<Frame caption="Add quick invoice from client overview">
  <img src="https://mintcdn.com/upmind/5gi4DQpw4X76kT6T/images/fb/b764bc8077178ba8.png?fit=max&auto=format&n=5gi4DQpw4X76kT6T&q=85&s=dd71462075f2a6e780a83dbcc6364e7e" alt="Add quick invoice from client overview" width="590" height="1374" data-path="images/fb/b764bc8077178ba8.png" />
</Frame>

### From quick add

1. Click the **Quick add** button in the top right corner.

2. Select **Add quick invoice**.

3. Choose the client and proceed with the prompts.

<Frame caption="Add quick invoice from quick add">
  <img src="https://mintcdn.com/upmind/ZsIo0APxdVb_gFS-/images/fb/2aa2c8a22e73d08a.png?fit=max&auto=format&n=ZsIo0APxdVb_gFS-&q=85&s=19085c59f02801a587f5e94fba0f6178" alt="Add quick invoice from quick add" width="436" height="580" data-path="images/fb/2aa2c8a22e73d08a.png" />
</Frame>

## Add invoice details

You can configure the following details:

1. **Currency**: Choose the billing currency for the invoice from the dropdown.

2. **Address**: Confirm or enter the client’s billing address.

3. **Products**:

   1. **Select Existing**: Search and select products from your catalogue.

   2. **Add New**: Enter details for a new product or service

4. **Billing Terms**: Set one-time or recurring billing as needed.

<Frame caption="Add invoice details">
  <img src="https://mintcdn.com/upmind/z5ofg3t7by4uN44v/images/fb/f2b2dcb57860420a.png?fit=max&auto=format&n=z5ofg3t7by4uN44v&q=85&s=9a98ba63c326c09d4605cb5dc9d31b2a" alt="Add invoice details" width="1558" height="1392" data-path="images/fb/f2b2dcb57860420a.png" />
</Frame>

5. Review the invoice details, save, and send it directly to the client.

The invoice will appear in the client’s billing history and can be tracked, paid, or credited as needed.

<Note>
  Automated Product Creation

  If a product isn’t found in your search, entering a new product name will automatically create that product in your catalogue once the invoice is generated. These products remain hidden from your storefront unless you choose to publish them.
</Note>
