Create an invoice

Go to Invoices → New Invoice (or click New Invoice on any client's profile to start with them pre-selected).

The invoice form

• Client (required) — pick from your client list.
• Invoice number (required) — pre-filled with the next number in your sequence (INV-0001, INV-0002, …). You can edit it, but each number must be unique within your business.
• Due date — pre-filled with today's date. Change it to whatever terms you have agreed, or clear it with the × in the field if the invoice has no due date. It powers receivables aging and automatic payment reminders.
• Notes — appears on the invoice document.

Line items

Each line has a Description, Qty, and Unit price; the line total and invoice Total calculate automatically. Click Add item for more lines.

Faster billing with your catalog: on Starter plans and up, the description field suggests entries from your Products & Services catalog as you type — picking one fills in the price automatically.

Linked assets

You can attach assets to an invoice — useful when specific equipment was part of the job. Each linked asset has a Show on invoice toggle:

• On — the asset is listed on the invoice document your client sees
• Off — the link is kept for your internal tracking only

Saving and what happens next

New invoices are created as Draft — nothing is sent until you say so. From the invoice page you can send it by email, download a PDF, or copy a portal link.

Editing an invoice later reopens the same form; line items and asset links can be changed freely.

Plan limits

The Free plan includes 20 invoices per calendar month (the counter resets on the 1st). Starter and above are unlimited. Invoices are in US dollars.