Invoices can be created independently or generated from accepted quotes.
Table of Contents
- Create an Invoice from Scratch
- Create an Invoice from an Accepted Quote
- How the clients see the invoice?
Create an Invoice from Scratch
Create and send an invoice without a prior quote, typically for straightforward charges.
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Navigate to Invoices.
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Click New Invoice in the upper-right corner.
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Complete all required fields:
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Client contact information
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Address
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Line items
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Notes (optional)
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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.
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Go to the Quotes view.
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Click the three-dot menu next to the accepted quote.
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Select Generate an invoice.
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Confirm whether the invoice should be emailed to the client and click Generate Invoice.
The client receives the invoice by email and can immediately enter a payment method and submit payment.
How the clients see the invoice?
If you select “Send invoice via email”, the customer will receive an email notification containing:
- The full invoice details
- The total amount due
- A “Pay” button
When the customer clicks “Pay” a secure payment page opens in a new browser tab. This page displays the complete invoice summary and provides a field for entering payment details.
After the payment is successfully completed, the invoice status automatically updates to “Paid”. For more information about invoice statuses, refer to the article “Check invoice status”
Do invoices place a hold on the payment method?
No. Invoices do not place holds. Clients can pay immediately upon receipt.
