How to Create and Send an Invoice in Pulse

This guide walks through the standard invoice flow in Pulse: create the document, save it while you work, then send it when it is ready for the client.

Open the invoice editor

Go to Invoices and choose New invoice. Pulse opens the invoice editor with a draft invoice. If your organisation has invoice defaults saved, Pulse fills in your company name, banking details, notes, terms, and the next invoice number.

Choose the client

Select the client you are billing. The client details are copied into the invoice so the document can show the correct name, email, company, phone, and address.

If this invoice belongs to a specific project, choose the project from the project field. This keeps the invoice linked to the delivery work and makes it easier to find later.

Add line items

Add each product, service, or charge as a line item. Use clear descriptions your client will understand. Set the quantity and unit price. Pulse calculates the subtotal and total as you work.

You can also add tax, discount, shipping, a deposit amount, and notes or terms. If your organisation uses inventory items or supplier price lists, line items may carry cost information behind the scenes for reporting, but the client only sees the sell-side invoice detail.

Save the draft

Click Save when you want to keep the invoice without sending it. Save is safe to use while you are still editing. It does not email the client and it does not mean the invoice is ready for payment.

Send the invoice

Click Send Invoice when the document is ready. If the invoice is new, Pulse saves it first. Then Pulse marks it as sent, links it to the Payments view, and opens the email modal so you can send it to the client.

If your organisation has PayFast credentials configured, Pulse adds a PayFast payment link. If PayFast is not configured, the invoice still sends without the PayFast link.

Emailing the invoice

After sending, Pulse opens a modal with the client's email address, subject, and message fields. Review the details, attach or preview the PDF if needed, then send the email.

If you do not want to email immediately, you can close or skip the modal. The invoice stays sent, and you can email it later from the invoice screen.

After sending

A sent invoice appears in the Payments page so your team can track whether it is active, overdue, paid, partial, refunded, or cancelled. You can still open the invoice document later to view the PDF, copy the payment link, or send it again.