Create an Invoice
1. Open the Create Form
Section titled “1. Open the Create Form”On the Invoices page, click Add Invoice in the top-right corner.
2. Fill in Invoice Details
Section titled “2. Fill in Invoice Details”| Field | Required | Description |
|---|---|---|
| Work Order | ✅ | Select the linked work order. Customer name and line items are pre-filled from the work order. |
| Invoice Type | ✅ | Invoice (Final) or Proforma Invoice |
| Tax Rate (%) | — | Tax percentage applied to the subtotal |
| Issue Date | ✅ | Date of the invoice |
| Due Date | — | Payment deadline |
3. Line Items
Section titled “3. Line Items”Line items are pre-filled from the linked work order but can be edited. Each row includes:
| Field | Description |
|---|---|
| Product | Select a product or service from the catalog |
| Description | Item description |
| Notes | Optional item-level notes |
| Quantity | Number of units |
| Unit | Unit of measure (e.g. pcs) |
| Unit Price | Price per unit |
Click + Add Item to add more rows.
4. Notes and Terms
Section titled “4. Notes and Terms”- Notes — free text that appears on the invoice (e.g. payment instructions, references)
- Terms & Conditions — terms text printed on the invoice PDF
5. Save
Section titled “5. Save”Click Save. The invoice is created with Draft status.
Invoice Types
Section titled “Invoice Types”| Type | Description |
|---|---|
| Invoice (Final) | Standard final invoice |
| Proforma Invoice | Preliminary invoice, typically sent before goods or services are delivered |
Publishing the Invoice
Section titled “Publishing the Invoice”On the invoice detail page, click Issue to move the invoice from Draft to Issued (displayed as “Awaiting Payment”). Once issued, the invoice is locked from editing.