Raise and send an invoice
From a finished job, or from scratch when there was no job.
Written 30 September 2026
What is said in this recording
Most invoices come out of a job that is finished: the lines, the prices and the VAT are already there, so it is a check and a send. You can also raise a standalone invoice for something that never went through a job.
Step by step
- 1
Open the completed job and press Create invoice.
Everything comes across — the quoted lines, anything agreed on site, and any deposit already paid, which is shown as settled rather than charged twice.
- 2
Or go to Invoices and press New invoice for a standalone one.
Pick the customer and type the lines yourself.
- 3
Check who it is for and what is on it.
There is no due date to set here. It is worked out from that customer's payment terms at the moment the invoice goes, so an invoice you hold back for a fortnight does not arrive already late. If this customer's terms are different, change them on the customer record.
- 4
Add a purchase order number if the customer needs one on it.
Some business customers will not pay without it.
- 5
Press to send it.
The customer gets an email with a link to their own copy, where they can read it and pay by card if you take cards.
Worth knowing
Raising an invoice does not send it
Creating one never emails anybody. It sits on your list as outstanding, marked “Not sent yet” until you press Send, because an invoice raised the moment a job finishes is often not the invoice you want going out that evening. The marker comes off as soon as it has gone, and the due date appears with it.
A deposit already paid is netted off, not charged again
It shows on the invoice as paid so the customer can see where their money went, and what is left to pay is the balance.