Go to the Invoices & Payments section of a project to manually create and send an invoice to your customer. Due to automatic invoice generation on recurring projects, the Create Invoice option is only available on one-time projects.
Note: Once an invoice is created, it cannot be modified. If you need to make changes, you must cancel the invoice and issue a new one.
- Click the Create Invoice action in the upper right corner.
- Use the Preview Invoice link at the bottom of the page anytime to see what your customer is going to see.
- The total amount left to invoice on the project will appear in a banner at the top of the page above itemized details for your project. This will not be the total amount for your project if you collected a down payment and/or created other invoices.
- Review the items that have not been invoiced yet. Adjust the Quantity or the Invoice Amount field according to what needs to be billed. Adjusting one field automatically updates the other.
- The total Invoice Amount is based on the line items you choose for this invoice. If you collected a down payment when the project was created/accepted, the software will automatically apply the credit to the invoice for an adjusted Amount Due.
Select how you want to collect payment.
- 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.
- Your customer can authorize you to Take Payment Now using their preferred saved payment method to process a payment on their behalf.
- If you collected cash or a paper check in person, select Take Cash or Take a Paper Check to mark the invoice as paid.
- Collect Later creates an invoice without taking a payment.
The customer's email address populates automatically. Review or change if it should go somewhere else. Use +Add Email to create any additional recipients.
When ready, click the blue button at the bottom of the page to finish. Send for Payment will send the invoice to your customer. Take Payment Now will process the payment and send a receipt to your customer.