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Create a manual invoice

Due to automatic invoice generation on recurring projects, manually creating an invoice is only available on one-time projects. 

Please keep in mind that invoices cannot be modified or deleted. If you need to make changes, you must cancel the invoice and issue a new one.  Invoices that have been fully or partially paid cannot be canceled.

In This Article

Select items to invoice

  1. Open the project details.
  2. Go to the Invoices & Payments tab.
  3. Click Create Invoice.
  4. The total amount left to invoice on the project appears in the banner at the top of the page. If you collected a down payment and/or created other invoices, this amount will be less than the total cost of the project. 
  5. Uncheck any items you do not want to include in this invoice. 
  6. If this invoice only includes a portion of an item, change either the quantity or the invoice amount accordingly (adjusting one field automatically updates the other).

Down payment credits

Once the down payment is collected, the software applies a percentage based down payment credit on each item on the invoice. The percentage is based on the down payment percentage of the overall project.  

If there is only one invoice for the total project amount, the full down payment amount is deducted from the invoice total. 

Multiple line items, different line item amounts, and multiple invoices gets complex and we understand that can be hard to follow. See below for a sample scenario that we hope will eliminate any confusion.

Sample Project
Line item 1 = $1000
Line item 2 = $2000
Line item 3 = $3000
Line item 4 = $4000
Total = $10,000

The customer makes a down payment of $5,000, which is 50% of the project total.

Invoice #1 is for line item 1.
  Total amount = $1,000
  Down payment credit = $500 (50%)
  Amount due = $500

Invoice #2 is for line items 2 and 3.
  Total amount = $5,000
  Down payment credit = $2,500 (50%)
  Amount due = $2,500

Invoice #3 is for line item 4.
  Total amount is $4,000
  Down payment credit = $2,000 (50%)
  Amount due = $2,000

The net effect is still $5,000 paid up front and the remaining $5,000 paid across the invoices. 

Payment collection

  • Send for Payment sends an email to your customer. When they click the link to view the invoice online, the page contains a payment form so your customer can enter a credit card or eCheck payment.
  • Take Payment Now lets you use their preferred saved payment method to process a payment on their behalf as soon as the invoice is generated. This option requires prior authorization from your customer. 
  • Take Cash or Take a Paper Check to marks the invoice as paid because you collected the funds in person.
  • Collect Later creates an invoice without a defined collection method. You will need to update the status later to mark it as paid.

Send invoice

When ready, click the blue button at the bottom of the page to create the invoice and email your customer. If you processed a payment on the customer's behalf, they will also receive a copy of the payment receipt.