Invoice Without Order ID (Direct Invoice)
The Direct Invoice feature allows you to create and send invoices without linking them to an existing order. This enables agencies to bill clients or external contacts quickly, even when no order has been created inside the system.
What You Can Do
Send invoices without selecting an Order ID
Invoice existing clients or any external email address
Use “Independent Email” to send invoices outside the client list
Add items, taxes, and discounts manually
Send invoices instantly or save them as drafts
Why It Matters
Enables quick billing without creating orders
Supports one-off or ad-hoc invoicing
Allows invoicing non-registered clients
Simplifies workflows for urgent or external payments
Reduces dependency on the order creation process
Who Can Use This
Super Admin
Admin
Manager
Getting Started
To create a direct invoice, go to the Invoices section and click Create Invoice. You can proceed without selecting an Order ID and manually configure all invoice details.
How to Create a Direct Invoice
Go to Invoices → Create
Choose the recipient type:
Individual
Company
In the Client field, you can:
Select an existing client
Select Independent Email (Send to any email address)
Leave the Order ID field empty
Choose pricing type (One-time or Subscription)
Select the currency
Adding Invoice Details
Items
Click Add Item
Enter item name, quantity, and price
Multiple items can be added
Tax Rates
Click + Tax Rates
Apply existing tax or create a new one
Supports inclusive and exclusive tax
Discounts
Add discount percentage if needed
Discount amount is calculated automatically
Payment Method
Add a payment method if required
Payment status updates must be handled manually
Notes
Add additional notes for the client
Use formatting tools for better clarity
Bill Payment Address
You can define billing details:
Country
City
State
Zip Code
Street Address
This information appears on the invoice for clarity and compliance.
Invoice Details Panel
The right-side panel shows:
Status (Draft by default)
Client Name
Workspace Name
Created Date
Due Date
Quantity
Total Amount
Sending the Invoice
Once ready:
Click Send Invoice to deliver instantly
Or click Save as Draft to send later
Additional Notes
Order ID is optional; leaving it empty creates a standalone invoice
“Independent Email” allows sending invoices to any email address, even if not registered as a client
Direct invoices are not linked to orders or projects
Payment tracking must be managed manually for standalone invoices
Invoice totals update automatically based on items, taxes, and discounts
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