Creating an Invoice

Who it is for, what it is for, and when you expect the money.

Go to Account → Invoicing and press New Invoice — or New Quote, which is the same form with a different heading.

Who it is for

• Buyer name
• Buyer email — where it gets sent, and how they find it again
• Buyer phone — optional

Line items

Each item takes a name, an optional description, a quantity and a unit price. The line total, subtotal and total are worked out for you.

Write line items the way the customer thinks about the work, not the way you scheduled it. “Kitchen tap replacement” reads better than “Labour 2h / Parts / Callout”, and gets queried less.

Tax

Add tax as its own amount. It shows as a separate line above the total, so the customer can see what they are paying and why.

Due date

Sets when payment is expected. It matters more than it looks — an invoice stops being payable at the end of its due date. See The Invoice Lifecycle.

Notes and terms

• Notes — anything specific to this job. Thanks, a delivery date, what happens next.
• Terms — your payment terms, late fees, warranty. The things you want in writing.

Drafts

An invoice stays a draft until you send it. Drafts are editable and invisible to everyone else, so there is no cost to starting one mid-job and finishing it later.