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. If you need to make changes, you must cancel the invoice and issue a new one.
Invoice details
The total amount left to invoice on the project will appear in the banner at the top of the page above itemized details for your project. If you collected a down payment and/or created other invoices, this will not match the total cost of the project.
Review the items that have not been invoiced yet and change the quantities or invoice amounts to select what will be included in this invoice. Adjusting one field will automatically update 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, the software will automatically apply the credit to the invoice for an adjusted amount due.
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.