Create an invoice

Create an invoice when work is ready to bill.

Steps

1. Open the project and select Create Invoice from the project menu, or choose Invoice from the create menu and pick a project.
2. Add line items, taxes, and any discounts. Search your pricebook to fill in common items faster.
3. Confirm the billing client, recipients, issue date, and due date. If billing another client, choose whether to change the project client or just this invoice’s billing client.
4. Review the invoice total and payment options. To accept card or bank transfer payments, turn on Accept Online Payment (requires payment setup).
5. Select Save Draft to finish later, or Send / Preview & Send to deliver it.

For an upfront deposit or staged billing, see Invoice a deposit or a stage of work. Use Pull from Estimate to select an estimate version and items; check whether you’re adding to or replacing existing line items.

What happens next

Send the invoice to your customer. If online payments are enabled, they can pay from the invoice link. Otherwise, record payments as they come in.