Create and send an invoice

Open the order's invoices

In the order window, open the ⋮ in the strip and choose Invoices (it moves out of the ⋮ once the order has one). Invoices lists every invoice on the order — number, status, description, dates, amount and balance.

Make an invoice

Press the round + and choose:

• Order Invoice — filled from the sold quote.
• Closing Invoice — filled from the closing's figures (shown once the order has a closing).
• Custom Invoice — starts blank, for anything else.

Then check New invoice:

1. 1Send To — the customer's name, email and phone, filled from the order. Change Address swaps to the order's other address; the company block (Company Name, Company Email, Company Phone) is for a business customer.
2. 2Date of Issue and Due Date (or Due on receipt).
3. 3The lines: Item, Description, Unit Cost, Qty, a Discount per line, and Line Total. Add and remove lines as needed.
4. 4Tax, and Include Order Payments to take off what the customer already paid on the order.
5. 5Notes Visible for Clients and terms.
6. 6Mark as paid if it's already settled.

Finish with Save As Draft or Proceed To Send Invoice.

When your company charges the card fee on invoices, the total shows it — for example Total (+3% processing fee).

You need the permission to create invoices (You don't have a permission to create an invoice otherwise).

What the customer gets

An email with a link to their invoice. From it they Pay now: they enter a card and press Confirm & Pay $…. The card fee is added when your company charges it on invoices, and on an order's invoice they can add a tip for the crew. The payment lands on the invoice and the order straight away.

Take a payment on it yourself

In the order's Invoices list, use the invoice's actions to pay it — the Payments window opens just for that invoice (Payments (Invoice #…)). This needs the permission to take a payment on an invoice.