Below is a step-by-step guide to creating an invoice on Slash.
Step 1. Create a New Invoice
From your Slash dashboard:
Navigate to the "Invoicing" page on the side bar
Click "New Invoice" in the upper-right corner
You'll be taken to a guided, multi-step invoice creation flow
Step 2: Select or Add a Customer
Use the search bar to find an existing contact or vendor. Select one to continue. If the customer doesn’t exist yet:
Click "Add new customer"
Enter the customer's:
Legal name
Email
Nickname
(Optional) Add address information.
Once saved, the customer's details will appear on the left. Click "Select Customer" to continue.
Step 3: Add Invoice Details
The Invoice Details section lets you build the content of your invoice. Each invoice comes with an auto-generated ID that you can edit.
For each line item, enter:
Item name
Quantity
Unit price
After you add all line items, you can also apply a fixed or percentage discount, as well as add a percentage sales tax.
The invoice preview on the right will update automatically to show a preview of the final invoice.
Step 4: Set Payment Details
On this screen, you can specify when and where payments should be deposited.
Issue Date: defaults to today, but can be changed
Due Date: choose when payment is expected
You can also specify which Slash account should receive the invoice payment. Your business banking details (such as bank name and address) will automatically populate in the invoice preview.
You can also add an optional memo field to clarify terms or providing references.
When finished, click "Continue to Review".
Step 4: Review Your Invoice
Before finalizing, you’ll see a complete preview of the invoice exactly as the customer will receive it. Carefully review all details. If anything needs adjustment, click Back to update previous steps.
When everything looks correct, click Create Invoice. This will send an email to your customer, including the PDF of the invoice as well as a payment page.
Once created:
The invoice will appear in your Invoicing dashboard.
From there, you can track every invoice or share the invoice link.
Each invoice will display its status (Paid, Unpaid, Overdue, or Void), along with due dates and payment amounts.
