# Use the Dashboard

Create, send, and modify invoices from the Stripe Dashboard.

To start using Invoicing features, log in to the Dashboard and select a [Billing plan](https://dashboard.stripe.com/settings/billing/plans?utm_source=docs-invoicing).

Learn how to create, send, and modify an *invoice* (Invoices are statements of amounts owed by a customer. They track the status of payments from draft through paid or otherwise finalized. Subscriptions automatically generate invoices, or you can manually create a one-off invoice) from the [Dashboard](https://dashboard.stripe.com/invoices). Invoices provide an itemized list of goods and services rendered, which includes the cost, quantity, and taxes. You can also use them as a tool to collect payment. To send invoices automatically, [integrate with the Invoicing API](https://docs.stripe.com/invoicing/integration.md).
[Watch on YouTube](https://www.youtube.com/watch?v=h_yDHtKOVHM)
## Create an invoice 

To create and send an invoice, complete the following steps:

1. In the Dashboard, go to the [Invoices page](https://dashboard.stripe.com/invoices), and click **Create Invoice** to open the [invoice editor](https://dashboard.stripe.com/invoices/create). Whenever you exit the invoice editor, Stripe saves a draft. (To delete a draft invoice, click the overflow menu (⋯) next to an invoice on the [Invoices page](https://dashboard.stripe.com/invoices).)

1. Select an existing customer or click **Add new customer**. For new customers, you have to enter a name. You can optionally add an email address or other details.

1. (Optional) Click the overflow menu (⋯) in the **Items** section to open the **Items Options** dialog. Choose the desired currency and tax rendering option for the invoice.

1. Select **Add one-time item** to create a single, one-time item. To save a product for future use, select **Create new product**.

1. Enter the **Quantity** and **Price** for your new item or product.

1. (Optional) Click the **Item options** under each item to add a tax rate, coupon, or supply date. You can also use the Dashboard to create a [tax rate](https://dashboard.stripe.com/tax-rates) or [coupon](https://dashboard.stripe.com/coupons/create).

1. (Optional) Use the **Memo** box to provide more information to your customer. You can edit the memo on an invoice by clicking **Edit memo** on its details page.

1. Select one of the following invoice delivery options:

   - **Automatically charge a payment method on file**: Immediately charges the invoice amount to your customer’s payment method that you have on file.

   - **Send invoice or payment page link manually**: Provides a payment link for you to send to customers after you confirm the invoice.

   - **Email invoice with link**: Enables Stripe to send an email with a payment page and an invoice PDF.

   - **Email invoice without link**: Enables Stripe to send an invoice PDF only.

1. (Optional) To schedule this invoice to [finalize automatically](https://docs.stripe.com/invoicing/scheduled-finalization.md) at some date in the future, select **Schedule send date**. Or, depending on what you selected in the previous step, **Schedule charge date** or **Schedule finalization date**.

1. (Optional) Expand **Advanced options**, and add [custom fields](https://docs.stripe.com/invoicing/customize.md#custom-fields). To learn more, see [Net prices and taxes](https://docs.stripe.com/invoicing/taxes.md#net-price-taxes). Expand **Advanced options**, and add [custom fields](https://docs.stripe.com/invoicing/customize.md#custom-fields).

1. Click **Review invoice** and decide whether you want to include additional emails or continue editing. Send the invoice.
![](https://d37ugbyn3rpeym.cloudfront.net/videos/invoice-editor-net-price-supply-date.mp4)
## Modify an invoice 

With the Dashboard, you can duplicate an invoice and modify the new copy. When you duplicate an invoice, Stripe copies all of the information on the original invoice except for credit notes, deleted (or archived) products, prices, coupons, discounts, and tax rates. If you made a mistake on an invoice you already created, duplicate it, make your corrections, and then send the new invoice. Remember to [void](https://docs.stripe.com/invoicing/overview.md#void) the incorrect invoice as well.

> You can change the status of an [open](https://docs.stripe.com/invoicing/overview.md#open) invoice in the Dashboard by going to its details page and choosing **More** > **Change Invoice Status**.

To duplicate an invoice, [view your invoices](https://dashboard.stripe.com/invoices) and click the overflow menu (⋯) for the invoice you want to duplicate. Click **Duplicate invoice** to create, edit, and then send the new invoice.
![](https://b.stripecdn.com/docs-statics-srv/assets/invoice-duplication.7f22a89383b54d5e45693f642942afa1.png)

Duplicate an invoice from the Dashboard

## Customize an invoice 

You can [customize invoices](https://docs.stripe.com/invoicing/customize.md) in several ways. These options allow you to add your own [branding](https://docs.stripe.com/invoicing/customize.md#brand-customization) and modify your invoices so that they comply in the jurisdictions ​​where you operate.

## Invoice receipts 

Stripe creates receipts when a customer pays an invoice, or makes any *subscription* (A Subscription represents the product details associated with the plan that your customer subscribes to. Allows you to charge the customer on a recurring basis) payment. We itemize the receipts for subscription and invoice payments to include line items, discounts, and taxes for the payment. To automatically send receipts, make sure that you enable the **Successful payments** option in your [Email settings](https://dashboard.stripe.com/settings/emails) and that you also add the customer’s email.

After payment, the [Hosted Invoice Page](https://docs.stripe.com/invoicing/hosted-invoice-page.md) includes a link to a receipt that a customer can download for their own records. You can also manually send a receipt by clicking the **Send receipt** button on the **Invoice details** page. To email yourself a test receipt, go to your [Branding settings](https://dashboard.stripe.com/settings/branding) and hover over the email receipt to see the **Send test receipt** button. To learn more about email receipts, see [Email receipts](https://docs.stripe.com/receipts.md).

## See also

- [How invoicing works](https://docs.stripe.com/invoicing/overview.md)
- [Hosted Invoice Page](https://docs.stripe.com/invoicing/hosted-invoice-page.md)
- [Send email reminders](https://docs.stripe.com/invoicing/send-email.md)