Instant Invoice allows you to quickly send an itemized invoice and collect payment without creating a project or estimate.
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Summary of Essential Steps
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Create an invoice
- If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
- Click on Invoices.
- If you are in the mobile app or in a web browser on a mobile device, click Actions in the upper right corner.
- Click Instant Invoice.
- Select an existing customer from the list or create a new customer.
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Add items
- Click Add Items to begin adding detail to your invoice.
- Use Select From Library to add items that already exist in your Item Library and click the Add to Project button. Once added, you can click Edit to customize the item for this project. Otherwise, click Create New Item to add something new.
- Review the list of items, quantities, and dollar amounts making sure to add start dates and adjust quantities as necessary.
- Click Next Step to proceed to the next page or click Save as Draft to save and come back later.
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Payment collection
Select how you want to collect payment.
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Send For Payment sends a link your customer can use to submit a payment online.
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Take Payment Now lets you process the payment on your customer's behalf using a saved payment methods. You must obtain authorization from the customer before you run the payment.
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Record Cash/Check/Other Payment doesn't actually process a payment. It marks the invoice as paid since you already collected the money in person and deposited it at the bank.
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Collect Later generates an invoice with your default payment terms. You will need to process the payment later.
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Send to customer
- Review the customer's email address for accuracy.
- Add any additional email addresses.
- Click Preview Invoice at the bottom of the page if you want to see a draft before you send.
- Click the button to create and send the invoice.
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