How to Create and Manage Invoices

Create invoices from the work record so customer, project, and payments stay linked.

Create an invoice

Pick one path:

1. From a project — open the project → Generate Invoice → review payments → set due date → Create.
2. From a payment — open the payment → Generate Invoice (useful as a receipt).
3. From a phase — mark the phase complete → Generate Invoice → enter the amount → Create.

Send or download

1. Open the invoice.
2. Use the menu to Send Invoice by email, or download the PDF.

Tips

• Default due date is 30 days; change it before you send.
• If the job started from an estimate, approve it first. See online estimate approval.