Click the 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 two key locations: Customers and Invoices.
First, use the dropdown to select an existing customer or create a new customer.
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Invoice Items Click the +Add Items button to begin building out the itemized list of work items. Click 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. Be sure to include dates when work was completed. |
Next, 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.
- Take Cash and Take a Paper Check marks the invoice as paid. A payment is not processed so you still need to go to the bank and make a deposit.
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 and you are all done!
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.