Most invoices come from a completed job, but you can also create one directly. From the Invoices page, click + New Invoice. The form has two halves, details up top, totals down below, and the totals update live as you type prices and toggle Taxable on each line. Pull pre-priced items from your pricebook with Item Catalog, or type a custom line with + Add Item.
Sections
Group an invoice’s lines with Add Section, the same way as on a bid. Move a line into another section by dragging its grip onto that section (an empty section shows a drop area), or by picking the section in the line’s section menu, which works from the keyboard. Each section has the Itemize prices and Itemize hours slider switches: off, the customer page, PDF and emails list that section’s items without per-item prices (or hours) and show one section total (or the total hours). Amounts never change. An invoice made from a bid or a job keeps the bid’s sections, which item sits in which, and both switches.
Click Add markup on any line item to expose two extra columns, Cost and Markup %, that let you track margin without your customer ever seeing it. These line-level margins roll up to per-invoice, per-project, and per-customer P&L; see Analytics & P&L for how it aggregates.
Payment Terms sets when each invoice is due: Due upon receipt, Net 15, Net 30, Net 45, Net 60, or Custom date, starting from your company default; you can also change it later with Change next to Due on any invoice that isn’t paid or void (including one already sent, or a draft created from a job), and a due-upon-receipt invoice shows “Due upon receipt” on the PDF, email, and payment page and counts as overdue from the day after it’s issued.
- Search for and select a customer.
- Open the Item Catalog.
- Add Panel Upgrade (200A) from the catalog.
- Add a custom line item.
- Name the custom line.
- Toggle Taxable on a line item.
- Click Add markup to reveal Cost and Markup %.
- Type a cost so Price recalculates from your margin.
- Set the due date.
- Set the tax rate.
- Apply a flat discount.
- Save the draft.
New Invoice form: Customer, Job Name, Issue & Due dates, Item Catalog, custom line items with Cost/Markup tracking, Tax %, Discount, and Save Draft / Create & Send.