> For the complete documentation index, see [llms.txt](https://knowledge-base.zumrails.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/creating-an-invoice.md).

# Creating an Invoice

> You can create an invoice using your Zūm Portal or the API.

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### Creating an invoice through your Zūm portal

To create an invoice follow the below steps.

**Steps**

1. Log in to your **Portal**
2. Select **Invoices > Add new**

   <figure><img src="/files/A5S0oTYQ60GMEGwPRrOp" alt=""><figcaption></figcaption></figure>
3. Fill in the information required for **each field**

   <figure><img src="/files/qxXvgvOOpEq3vo0caQc0" alt=""><figcaption></figcaption></figure>
4. Select how you would like to collect the payment from your user. You can do so by using one of the following methods:

Select **payment** and then select the **payment method**. Payment methods will vary depending on the selected user.

<figure><img src="/files/dfnrv68cctMVVwcPoGT5" alt=""><figcaption></figcaption></figure>

Manually by selecting **email invoice to the user to pay manually**.

<figure><img src="/files/l6cwqiaK6du2vUilJc36" alt=""><figcaption></figcaption></figure>

This will prompt you to select how many days the payment is due and by which method.

Once you're done completing the information for your invoice, you can preview the invoice details on the right before finalizing.

5. You can either save it as a **draft** and finalize your invoice at a later date, **cancel** the invoice, or click **Create Invoice** to finalize your selection.
