How to Create an Invoice

Learn more about how to create client invoices inside of your projects.

On this page:

Convert a sales order

Copy an invoice

Create multiple invoices

Convert a sales order

An invoice is an identical copy of the project's sales order, which means a project must contain a sales order before you can create an invoice.

To create an invoice:

1. In the sales order, click Actions > Create Invoice
2. Edit the invoice's settings and products as needed

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Copy an invoice

You can create a new invoice by copying an existing invoice.

To copy an invoice into a new project:

1. In the invoice, click Actions
2. Click Copy Invoice
3. Select a new client to assign the new project to (optional)
4. Give the new project a name
5. Click the box next to "All Products" if you would like to copy the entire invoice, or uncheck the box to select specific products to copy over
6. Click Copy

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Create Multiple Invoices

You can create multiple invoices for one project in cases where

• you need to bill your client for certain products or quantities at different times
• you need to invoice different contacts or locations separately

To create multiple invoices:

1. Follow the steps above to make your first invoice
2. Click back into your Sales Order
3. Click Actions > Create Invoice as many times as needed

The new invoice(s)

• will have a unique invoice number
• is also an exact copy of the sales order
• can be edited as needed

Next steps:

1. Edit the invoice's settings and product detail to ensure you're not double charging your client for any products or services; compare the subtotal of all invoices to the subtotal of the sales order
2. Click Actions > Preview Invoice to make sure each invoice is accurate

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FAQ

• Can I create a second invoice if I've already emailed my client the first invoice?

Can I create a second invoice if I've already emailed my client the first invoice?

You can create additional invoices at any time. Make sure to edit the invoice's settings and product detail so you don't double charge your client for products/services on the initial invoice.

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