Creating and Sending Traditional Invoices

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Overview

You can create a traditional invoice from an estimate that has been approved by your client. You can invoice a dollar amount, a percentage of the project total, or a percentage of the remaining balance, or turn on itemized invoicing to invoice for specific items in the estimate.

Before You Begin

• The estimate must already be approved by the client.

Open the Invoices for the Project

1. In the left-hand menu, click Jobs.
2. Click Job list and select the estimate. You can also click Pipeline and select it from there.
3. In the estimate's left sidebar, under Production, click Payments. The Invoices page shows all the outstanding and paid invoices on this project.

Create the Invoice

1. Click Create new. The New Invoice window opens and shows the Invoice, Customer info, and Job info for the project, including the current project total.
2. Enter the amount you want to invoice using one of these fields:

• Amount: A dollar amount.
• Amount (% of project total): A percentage of the total project value.
• Amount (% of balance): A percentage of the remaining uninvoiced amount of the project. This is generally used for the second and later invoices.

3. To invoice for specific items in the estimate instead, turn on Itemized invoicing and select the items you want to invoice for.
4. Under Dates, change the Invoice date if needed. You can create the invoice now and date it for the future.
5. Next to Due, click the dropdown and select when the invoice is due (for example, Immediately, 15 days, 30 days, or Custom).
6. In Message/description, enter a description for the invoice.
7. Click Save. You can send the invoice later, or send it right away.

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Why This Matters

• You can bill your client a set amount, a percentage of the project, or a percentage of what's left to invoice.
• You can prepare an invoice now and send it in the future.

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Summary

To create a traditional invoice, open the approved estimate and click Payments, then click Create new. Enter a dollar amount, a percentage of the project total, or a percentage of the balance, or turn on Itemized invoicing. Set the invoice date and due date, add a description, and click Save. You can send it right away or later.