Create an Invoice

Creating invoices in the system allows you to bill customers accurately, track outstanding amounts, and maintain organized financial records. Invoices connect customer details, products, and payment terms into a single document, making it easier to manage receivables and keep your revenue reporting up to date.

To create an invoice:

1. Select + New in the upper-right menu. Then, in Customer, select Invoice.

2. Fill in the invoice details, including:

   • Customer

   • (Optional) Job

   • Terms

     • Immediate

     • Net 15

     • Net 30

     • Net 60

   • Transaction Date

   • Posting Period

   • No. (invoice number)

   • Revenue Account

3. (Optional) Add products by selecting + New Item. Enter the quantity, unit of measure, unit price, total price, and tax if applicable.

4. (Optional) Under Additional Details, you can include notes or any extra information relevant to the invoice.

5. Select Save to create the invoice.

With your invoice created, you’re ready to streamline billing, track customer payments, and maintain clear financial visibility across your projects.

See also

To see more daily workflow features, you can check:

Record a Payment: How to record customer payments, apply payments to outstanding invoices, and manage partial payments and overpayments.