Invoices

Invoices can be created independently or generated from accepted quotes.

Create an Invoice from Scratch

Create and send an invoice without a prior quote, typically for straightforward charges.

1. Navigate to Invoices.

2. Click New Invoice in the upper-right corner.

3. Complete all required fields:

   • Client contact information

   • Address

   • Line items

   • Notes (optional)

4. Send the invoice to the client.

The client receives the invoice by email and can immediately enter a payment method and submit payment.

Create an Invoice from an Accepted Quote

Generate an invoice directly from an approved quote to ensure pricing and scope consistency.

1. Go to the Quotes view.

2. Click the three-dot menu next to the accepted quote.

3. Select Generate an invoice.

4. Confirm whether the invoice should be emailed to the client.

A notification will confirm that the invoice has been generated and is ready for billing.

Do invoices place a hold on the payment method?

No. Invoices do not place holds. Clients can pay immediately upon receipt.