Instant Invoice action to quickly send an itemized invoice and collect payment without creating a project or estimate. You can find this powerful button in Customers and Invoices.
- Go to Invoices in the left sidebar (desktop) or hamburger menu (mobile).
- Click the Instant Invoice action in the upper right corner.
- Use the Select Customer dropdown to select an existing customer or create a new customer.
- Click Add Items to begin building out the itemized list of work items.
- Select Create New or, if you already have items saved in your library, choose Select From Library.
- Select as many items as you need for your project and click Add to Invoice.
- Once added, we recommend adding the date when work was completed. Use the calendar widget or type in the date. Note: The calendar widget is only for today and future dates. To select a past date, you must enter it manually.
Once you've added a customer and invoice items, a Preview Invoice link is available at the bottom of the page. Click the link anytime to see what your customers will receive.
Select how you want to collect payment.
- 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.
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.