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InvoicesCreating Invoices

Creating Invoices

How to create a new invoice from the dashboard, invoice list, customer page, or job page.

Where to Create an Invoice

You can start a new invoice from several places in the app:

  • Dashboard — click the New Invoice button at the top
  • Invoices page — click Create Invoice in the top right
  • Customer detail page — create an invoice pre-filled with that customer
  • Job detail page — create an invoice pre-filled with that job and customer

Invoice Form Fields

Customer and Job

  • Customer (required) — select an existing customer or click New Customer to create one inline
  • Job (optional) — link the invoice to a specific job. Required if using percent-of-job mode.
  • PO Number (optional) — a reference number from your customer

Invoice Mode

Choose how to calculate the invoice total. The default is Line Items. See Invoice Modes for details on all three options:

  • Line Items — add individual items with description, quantity, and unit price
  • Fixed Amount — enter a single total amount
  • Percent of Job — calculate as a percentage of the job’s contract value

Dates

  • Issue Date — when the invoice is issued. Defaults to today.
  • Due Date (required) — when payment is expected.

Tax and Discounts

  • Tax Rate — percentage applied to taxable items. Defaults to your organization’s rate set in Invoice Settings.
  • Discount Type — None, Percent, or Fixed dollar amount
  • Discount Value — the discount amount (only shown when a discount type is selected)

See Tax & Discounts for details on how these are calculated.

Additional Fields

  • Service Address — the location where work was performed
  • Notes — visible to the customer on the invoice and in the portal
  • Terms — payment terms visible to the customer. Defaults to your organization’s terms set in Invoice Settings.

Auto-Numbering

Invoice numbers are assigned automatically when you create an invoice. The format is your prefix followed by a padded sequence number — for example, “INV-00001.”

You can customize the prefix (default “INV-”) and the next sequence number in Invoice Settings. Each new invoice increments the sequence by one.

If you need to change an invoice number after creation, you can edit it on a draft invoice.

Calculation Preview

As you fill in the form, a live calculation preview shows:

  • Subtotal — total before tax and discounts
  • Discount — amount deducted (shown in red)
  • Tax — tax amount with the rate shown as a percentage
  • Total — final amount due

This updates in real time as you modify line items, tax rate, or discounts.

Saving

Click Save to create the invoice. It’s saved as a Draft — you can edit it freely before sending.

Tips

  • You don’t need to create a job first. You can invoice a customer directly.
  • Line item descriptions can be up to 500 characters.
  • The Taxable checkbox on each line item controls whether tax applies to that item.
  • If you frequently invoice with the same tax rate and terms, set your defaults in Invoice Settings to save time.
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OverviewInvoice Modes