Create Your First Invoice

Who this guide is for

Business Owners, Sole Traders, Admin, Supervisor, and Finance. Tradies and Apprentices have no invoice access.

Overview

Create an invoice — from an accepted quote, from a completed job, or manually — ready to send to the client.

Before you start

Your business profile, payment methods, payment terms, and logo should already be set. For invoice-from-quote, the quote must be in Client Accepted. For invoice-from-job, the job must be Completed (or use the Invoice & complete path at job completion).

Steps

From an accepted quote

1. Open Quotes and Invoices and find the Client Accepted quote.
2. Open the quote and select Create Invoice.
3. Choose Create Draft & Go to Invoices or Create Draft.
4. Open the draft and review the line items, materials, labour, subtotal, GST, total, due date, and payment details.

From a completed job

1. Open Jobs and find the job marked Completed. (Job status is Completed; the linked quote shows Ready to be invoiced on the Invoices page.)
2. Open the job and select Create Invoice (or use Invoice & complete at job completion).
3. Review the invoice — line items, materials, labour, and totals flow in from the job.

Manually

1. Open Quotes and Invoices and select Create Invoice (or use the Create Invoice quick action on the Dashboard — note the quick-action tile opens the Create Manual Invoice form; no invoice exists until you complete and save it).
2. Enter the Issue Date, Due Date, PO reference (optional), and Payment terms.
3. Select or enter the client details.
4. (Optional) Link to a job.
5. Add line items, materials, and labour. Subtotal, GST, and total recalculate as you go.
6. Select Save Invoice.

What happens next

The invoice is in Draft status until you send it — see Send an Invoice to the Client. Track outstanding invoices in Needs Your Attention on the dashboard.

Related guides

Send an Invoice to the Client, Mark an invoice as paid, Push an invoice to Xero, Mark a job complete.