Use the Create Invoice button in the Invoices section within a project to manually create and send an invoice to your customer.
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.
Left to Invoice
- The total amount left to invoice on the project will appear 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.
Invoice Details
This section lists the items from your project that have not been invoices 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.
Payment Collection
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.
- Take Payment Now = select the customer's preferred saved payment method from the list and process a payment on their behalf (requires customer authorization). If you collected cash or a paper check in person, select Take Cash or Take a Paper Check from the dropdown to record the payment.
Emails
- The customer's email address populates automatically. Review or change if it should go somewhere else.
- Use +Add Email to add a recipient. Repeat this process until all addresses are listed.
Click Send Invoice to send for payment or Process to take payment now, which also sends a payment receipt.