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

Keep exploring our platform by taking the next step:

• Create an Invoice: Learn how to generate customer invoices, assign them to jobs, and send them for payment. Covers progress billing, fixed-fee billing, and retainage when applicable.

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