Instant Invoice

In This Article

• When to use instant invoice
• Create an instant invoice
• Set the payment collection method
• Send your invoice

When to use instant invoice

Use the Instant Invoice action to quickly send an itemized invoice and collect payment without creating a project or estimate. 

While you can tie a customer to an instant invoice and locate all of their invoices in the customer record, you cannot add an instant invoice to a project.

Create an instant invoice

You can go to the invoices section of a Customer record or go to Invoices to create an invoice. The Instant Invoice action button is located at the top of either page.

Start by adding a customer. Use the dropdown menu to select an existing customer or create a new customer.

Then, add the items you are invoicing. You can create new items or select existing items from your library. Once added, we highly recommend adding as much detail as possible such as the date when work was completed. Note: The calendar widget is only for today and future dates. To select a past date, you must enter it manually.

Attaching files to the invoice is optional. These are files such as images, documents, or videos that your customer will be able to access when they click to view the invoice. 

Once you've added a customer and invoice items, you can click Preview Invoice at the bottom of the page anytime to see what your customers will receive. 

Set the payment collection option

Set the payment collection method to determine when and how the payment will be processed. There are 4 options for you to choose from.

• Send For Payment sends a link your customer can use to submit a payment. The optional invoice message allows you to add a note to the body of the email to your customer.
• Take Payment Now lets you process the payment. You can enter a new payment method or, if authorized by your customer, you can use one of their saved payment methods.
• Record Cash/Check/Other Payment doesn't actually process a payment, but it marks the invoice as paid since you collected the money in person. You still need to deposit the money into the bank.
• Collect Later generates an invoice with your default payment terms. You will need to process the payment later. 

Send your invoice

Enter an email address for the payment link and receipt. If you are using an existing customer, their email address will populate automatically. Use the +Add Email for each additional address.

Click Send Invoice to finalize and send to your customer.

Once generated, you can monitor the status of the invoice by going to the Invoices tile in the left navigation bar or on the Invoices tab of the customer's profile. Use the action buttons to view, resend or cancel anytime.