Create and send an invoice
Invoice from scratch, from an estimate or from completed visits.
What it is
An invoice is what the client owes. It can come from an estimate, from a job's completed visits or be made from scratch. Sent invoices count in Receivables until they're paid.
1 Create
- Click Invoices → Create new (or convert an estimate).
- Pick the client, add line items and set Days to pay (0 = due on receipt).
- Click Save.
2 Send
- Click Email and Send — or copy the client link.
- The invoice moves to Awaiting payment and shows in your Receivables.
Draft invoices aren't counted as billed until you send them.
Common questions
Can I bill only part of a job?
Yes. Use a payment schedule on the estimate, or invoice completed visits from the job page.
Can clients pay online?
Yes, once you connect Stripe in Settings → Online payments.
Related guides
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